Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Blaisdell is a financial advisor with over 20 years of experience in the industry. Brad is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in multiple states. Brad has experience working with individuals, high-net-worth individuals, businesses, and corporations. Brad has a wide range of experience and holds Series 7, Series 66, and Series 26 licenses. Brad has a focus on financial planning, portfolio management, and pension consulting. Brad is also a coach for a high school football team and an officer/president of Blaisdell Wealth Management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
04/19/2024 - Present
Raymond James Financial Services Advisors, Inc. (Herndon VA)
VA
07/18/2014 - 04/18/2024
EDWARD JONES (HERNDON VA)
VA
05/07/2004 - 07/17/2014
PRUCO SECURITIES, LLC. (VIENNA VA)
BOTH
Issued 06/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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