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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 Mooney is a financial advisor registered in Pennsylvania, specializing in financial planning, pension consulting, and selection of other advisors. Blaine has been working in the financial services industry since 1995. Blaine holds the Series 65, Series 63, Series 55, Series 7 and the SIE. Blaine is also a Certified Financial Planner. Blaine is currently employed at Girard Advisory Services, LLC and has been with the firm since January 2022. Blaine has also worked at Deutsche Bank Securities Inc., BT Alex. Brown Incorporated, Alex. Brown & Sons Incorporated, Natixis, KBW, Roffman Miller Associates, Inc., and Temple University. Blaine has a strong track record of providing financial advice to high net worth individuals, corporations, pension plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/12/2022 - Present
Girard Advisory Services, LLC (King of Prussia PA)
NY
06/14/1999 - 03/24/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
03/14/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 01/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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