Unclaimed
Blair Filuk is an investment advisor representative with Empower Advisory Group, LLC. Blair has been in the industry since 1997 and has experience with Empower Advisory Group, LLC, VOYA INVESTMENTS DISTRIBUTOR, LLC, AELTUS CAPITAL, INC, MARSH INSURANCE & INVESTMENTS CORPORATION, MARSH & MCLENNAN SECURITIES CORPORATION, SEDGWICK INVESTMENTS, INC., ROBERT W. BAIRD & CO. INCORPORATED, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. Blair holds the Series 6, 7, 24, 51, 63 and 66 licenses. Blair specializes in financial planning and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
WA
04/10/2018 - Present
Empower Advisory Group, LLC (CAMAS WA)
WA
01/08/2002 - 03/19/2018
VOYA INVESTMENTS DISTRIBUTOR, LLC (CAMAS WA)
CT
08/30/2001 - 12/31/2001
AELTUS CAPITAL, INC (HARTFORD CT)
NY
12/30/2000 - 07/31/2001
MARSH INSURANCE & INVESTMENTS CORPORATION (NEW YORK NY)
NY
06/22/1999 - 12/30/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
DC
11/10/1997 - 06/22/1999
SEDGWICK INVESTMENTS, INC. (WASHINGTON DC)
WI
01/21/1997 - 08/01/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
10/10/1996 - 08/01/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 04/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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