Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair Alan Anderson is a financial advisor registered with Hightower Advisors, LLC. Blair has been in the financial industry since 1992 and has held previous roles with UBS Financial Services Inc., Prudential Securities Incorporated, and Paine Webber Incorporated. Blair holds Series 7, Series 31, Series 63, and Series 65 licenses, and is registered in 11 states including California, Florida, Illinois, Indiana, Michigan, Missouri, New Jersey, North Carolina, South Carolina, Tennessee, and Michigan. Blair provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Blair also participates in the management of KB Group & Midwest Storage, a storage facility management company.
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
MI
02/28/2014 - Present
Hightower Advisors, LLC (TRAVERSE CITY MI)
MI
12/11/1998 - 03/04/2009
UBS FINANCIAL SERVICES INC. (TRAVERSE CITY MI)
NY
08/19/1992 - 12/22/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/16/1992 - 07/27/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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