Unclaimed
Blaine Andreadis is an investment advisor representative at UBS Financial Services Inc. Blaine has been in the securities industry since October 1, 2020 and is registered with FINRA and the states of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Louisiana, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Blaine is a graduate of Wake Forest University and has prior experience working with The Bullis School (High School), Gray's Outer Banks Lifestyle Clothing Company, and Compliance.ai.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
DC
01/31/2022 - Present
UBS Financial Services Inc. (WASHINGTON DC)
BOTH
Issued 11/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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