Unclaimed
Blaine Robbi Carver is a financial advisor with Hightower Advisors, LLC. Blaine has been in the industry since 2014 and is registered in California. Blaine specializes in providing financial planning, portfolio management for businesses and individuals, as well as treasury management for corporate clients. Blaine also has experience with JDL Securities Corporation and Mutual Securities, Inc. Blaine holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Blaine is also a Certified Financial Planner (CFP).
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
01/09/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
CA
05/03/2022 - 02/13/2023
JDL SECURITIES CORPORATION (NEWPORT BEACH CA)
WA
07/16/2018 - 12/31/2020
MUTUAL SECURITIES, INC. (BELLEVUE WA)
WA
10/14/2014 - 07/19/2018
CETERA ADVISOR NETWORKS LLC (BELLEVUE WA)
BOTH
Issued 11/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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