Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair Donald Shwedo is a financial professional with over 17 years of experience in the financial services industry. Blair is currently a registered representative at U.s. Bancorp Investments, Inc. located in Charlotte, North Carolina. Blair has extensive knowledge in various areas of financial services including equity trading, municipal securities, and general securities. Blair holds multiple licenses and certifications including Series 7, Series 55, Series 57TO, Series 52TO, Series 24, Series 53 and SIE. Prior to joining U.s. Bancorp Investments, Inc., Blair worked at WELLS FARGO SECURITIES, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
06/27/2016 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NC
07/27/2006 - 04/27/2016
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 09/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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