Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blanca? Claim Your ProfileBlanca Intriago is a financial professional with over 29 years of experience in the financial services industry. Blanca is registered as a Broker/Dealer and Investment Advisor Representative, and she currently works at Centaurus Financial, Inc., which is located in Anaheim, California. Previously, Blanca was employed at LPL FINANCIAL LLC and AXA ADVISORS, LLC. Blanca offers financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth clients. She has earned the Certified Financial Planner designation.
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
CA
08/15/2017 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
02/06/2009 - 09/13/2017
LPL FINANCIAL LLC (TORRANCE CA)
CA
02/24/1999 - 02/12/2009
AXA ADVISORS, LLC (LONG BEACH CA)
NY
02/24/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CA
05/07/1997 - 02/25/1999
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
MD
07/02/1993 - 06/10/1996
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 09/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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