Unclaimed
Blanca E. Blanco is a financial advisor with over 20 years of experience in the industry. Blanca is currently registered with LPL Financial LLC and has previously worked with Cetera Advisors LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Blanca has a strong background in providing financial planning and portfolio management services for individuals, businesses, and retirement plans.
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
TX
10/02/2019 - Present
LPL Financial LLC (HOUSTON TX)
TX
11/12/2015 - 10/11/2019
CETERA ADVISORS LLC (HOUSTON TX)
TX
10/01/2012 - 10/12/2015
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
01/28/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
10/14/2005 - 12/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GALVESTON TX)
MO
01/01/2002 - 10/19/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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