Unclaimed
Blaine William Fritsch is a registered investment advisor with Stifel, Nicolaus & Company, Inc. Blaine has been in the financial services industry since October 1995. Blaine has been registered with Stifel, Nicolaus & Company, Inc. since July 2007. Previously, Blaine was registered with RYAN BECK & CO. and A. G. EDWARDS & SONS, INC. Blaine offers financial planning, pension consulting, educational seminars, and selection of other advisors. Blaine serves high-net-worth individuals, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
1
2
PA
10/15/2020 - Present
Stifel, Nicolaus & Company, Inc. (CENTER VALLEY PA)
PA
11/24/2006 - 07/10/2007
RYAN BECK & CO. (ALLENTOWN PA)
PA
05/05/1997 - 11/29/2006
A. G. EDWARDS & SONS, INC. (BETHLEHEM PA)
NY
10/17/1995 - 05/22/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Blaine Fritsch is the right advisor for you? Invested Better is here to help.