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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blaine? Claim Your ProfileBlaine Anthony McShall is a financial advisor currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc.. Blaine has been in the industry for over 10 years and holds licenses for both securities and investment advisory. Blaine has a broad range of experience, having worked with firms such as LPL Financial LLC, TIAA-CREF Individual & Institutional Services, LLC and MetLife Investors Distribution Company. Blaine's primary office is in Houston, Texas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
08/24/2023 - Present
Raymond James & Associates, Inc. (Houston TX)
SC
05/23/2017 - 08/03/2023
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/10/2016 - 01/18/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
09/09/2013 - 12/22/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BOTH
Issued 09/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/02/2019
Series 4 - Registered Options Principal Examination
BC
Issued 05/08/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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