Unclaimed
Candace Blasi Gary is a financial advisor with over 20 years of experience in the industry. Candace is a registered representative of Commonwealth Financial Network, where Candace has been employed since October 2019. Prior to joining Commonwealth Financial Network, Candace was employed at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Candace is a Certified Financial Planner and holds the Series 7, Series 66, and SIE securities licenses. Candace also owns Provident Wealth Planning, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
10/18/2019 - Present
Commonwealth Financial Network (Baton Rouge LA)
LA
12/24/1998 - 10/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (BATON ROUGE LA)
MN
12/24/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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