Unclaimed
Blakely Garrett Biederman is an active investment advisor representative with LPL Financial LLC in Oxnard, California. Blakely has been working in the financial industry since November 1987. Prior to joining LPL Financial LLC, Blakely was registered with UBS Financial Services Inc., Salomon Smith Barney Inc., Lehman Brothers Inc., and Bateman Eichler, Hill Richards, Incorporated. Blakely Garrett Biederman has passed the Series 3, 7, 24, 63, and 65 exams, as well as the SIE exam. Blakely Garrett Biederman currently holds registrations in Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Maryland, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oregon, South Carolina, Texas, Utah, Virginia and Washington.
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
CA
06/29/2016 - Present
LPL Financial LLC (OXNARD CA)
NJ
10/27/1998 - 11/26/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/31/1993 - 10/22/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/02/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/25/1987 - 06/15/1988
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 05/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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