Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair Jan Ciklin is a financial advisor with over 40 years of experience in the financial services industry. Blair has been registered with Morgan Stanley since 2007 and has held various roles within the firm. Blair has a strong understanding of the investment landscape and is committed to helping clients achieve their financial goals. Blair currently holds Series 7, Series 63 and Series 65 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (West Palm Beach FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (W. PALM BEACH FL)
FL
09/30/2005 - 04/02/2007
MORGAN STANLEY DW INC. (W. PALM BEACH FL)
NY
05/08/1984 - 10/17/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
09/16/1977 - 06/06/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
01/02/1975 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 10/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1974
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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