Unclaimed
Blaise Guzzetta is an active Registered Representative and Investment Adviser Representative with Osaic Wealth, Inc. located in Friendswood, TX. Blaise has been in the industry since 1987 and has experience with Sagepoint Financial, Inc. and American General Securities Incorporated. Blaise is registered in 13 states including Texas, California, Florida, Illinois, Indiana, Kansas, Louisiana, Nebraska, Ohio, South Carolina, Washington, and Alabama. Blaise offers a range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (FRIENDSWOOD TX)
TX
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FRIENDSWOOD TX)
TX
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PEARLAND TX)
NY
06/10/1987 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 06/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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