Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair K. Wolston is a financial professional with over 7 years of experience in the industry. Blair is currently registered with Equitable Advisors, LLC and has held previous registrations with LPL FINANCIAL LLC and CUNA Brokerage Services, Inc. Blair has a Series 6, 7, 63 and 65 license and holds a SIE designation. Blair is currently located in Burlington, Vermont and is registered to provide financial services in Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina and Vermont. Blair specializes in providing financial planning, portfolio management for businesses and individuals and educational seminars.
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
VT
02/07/2024 - Present
Equitable Advisors, LLC (BURLINGTON VT)
VT
05/18/2022 - 02/06/2024
LPL FINANCIAL LLC (Williston VT)
VT
02/16/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Williston VT)
IA
Issued 11/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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