Unclaimed
Blair Enfield is a financial advisor with over 15 years of experience in the industry. Blair is currently registered with Csenge Advisory Group, LLC and Vaikus Advisory Group, LLC. Blair holds the Series 6, 62, 63, 65, 79TO and 26 licenses. Blair is also a Certified Financial Planner. Blair specializes in providing financial planning, asset allocation and investment management services to individuals, families, and corporations. Blair is passionate about helping clients achieve their financial goals. Blair's clients appreciate Blair's commitment to providing personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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GA
03/15/2023 - Present
Csenge Advisory Group, LLC (Alpharetta GA)
CA
05/29/2020 - 09/16/2020
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
GA
06/18/2014 - 12/13/2019
PFS INVESTMENTS INC. (CUMMING GA)
GA
12/15/2003 - 02/18/2010
MML INVESTORS SERVICES, INC. (ATLANTA GA)
IA
Issued 08/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/11/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/03/2009
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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