Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blaise? Claim Your ProfileBlaise Milanek is a financial advisor with over 28 years of experience in the industry. Blaise is currently registered with LPL Financial LLC and Independence Square Holdings, LLC. Blaise is located in King of Prussia, PA and is licensed in 27 states. Blaise is an Investment Advisor Representative with Independence Square Holdings, LLC. Blaise works with individual clients, high-net-worth individuals, families, trusts, estates, retirement plans, businesses, and charitable organizations. Blaise's practice focuses on providing financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/03/2022 - Present
LPL Financial LLC (KING OF PRUSSIA PA)
NY
09/05/1997 - 08/13/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/26/1995 - 09/17/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
AZ
11/02/1994 - 02/01/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 04/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Blaise Milanek is the right advisor for you? Invested Better is here to help.
