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 Van buren is a registered investment advisor representative with Osaic Wealth, Inc. and Arbor Point Advisors. Blair has over 20 years of experience in the financial services industry and holds the Series 7, Series 24, and Series 66 licenses. Blair's expertise is in financial planning and portfolio management for both businesses and individuals. Blair is also a member of the Elks Lodge and is involved in the local community.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (WESTLAKE VILLAGE CA)
TX
04/25/2016 - 06/14/2024
SECURITIES AMERICA, INC. (FORT WORTH TX)
CA
09/22/2014 - 04/25/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CALABASAS CA)
CA
10/23/2004 - 09/23/2014
SECURITIES AMERICA, INC. (CALABASAS CA)
CA
05/14/2001 - 10/22/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 08/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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