Unclaimed
Blaise Poupore is a financial advisor who has been active in the industry since 2019. Blaise is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide financial advice in Minnesota and Texas. Blaise has held previous positions at U.S. BANCORP INVESTMENTS, INC. and FIS, Inc. Blaise's primary areas of expertise include investment consulting services, financial planning, pension consulting, and portfolio management. Blaise has a proven track record of providing sound financial advice to 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.
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.
Investment consulting services to institutional clients
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
MN
10/08/2024 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
MN
10/11/2019 - 10/04/2023
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 11/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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