Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Blackwelder is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Pensacola, Florida. Brett has been in the financial services industry since June of 2022. Brett is registered with the state of Florida and Texas, and holds the Series 7TO and SIE licenses. Brett has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Brett can assist clients with a wide range of financial needs, including investment management, financial planning, and retirement planning. In addition to their work as a financial advisor, Brett is also a Bank Associate at Gulf Winds Credit Union.
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
FL
05/17/2024 - Present
Raymond James Financial Services Advisors, Inc. (Pensacola FL)
BOTH
Issued 02/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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