Unclaimed
Blazy Aldana is a financial advisor who joined Charles Schwab & CO., Inc. in December 2022. Blazy has been in the financial services industry since March 2022, when Blazy began working for WELLS FARGO CLEARING SERVICES, LLC. Blazy has Series 7, Series 66, and SIE licenses. Blazy is registered to provide securities-related services in 33 states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
12/12/2022 - Present
Charles Schwab & CO., Inc. (Woodland Hills CA)
CA
03/23/2022 - 12/08/2022
WELLS FARGO CLEARING SERVICES, LLC (PACOIMA CA)
BOTH
Issued 04/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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