Unclaimed
Christine Blakely is a financial advisor with over 28 years of experience in the industry. Christine is currently registered with Raymond James & Associates, Inc. in Boulder, Colorado. Christine has been registered with Raymond James & Associates, Inc. since July 2013. Christine's previous experience includes roles at Comerica Securities, LPL Financial LLC, FSC Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Everen Securities, Inc., Oppenheimer & Co., Inc., Smith Barney, Harris Upham & Co., Incorporated, and Dean Witter Reynolds Inc.. Christine holds the Series 7, Series 63, and SIE licenses. Christine's specializations include providing financial advice to individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, insurance companies, and banking or thrift institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CO
07/09/2013 - Present
Raymond James & Associates, Inc. (BOULDER CO)
TX
11/30/2011 - 07/10/2013
COMERICA SECURITIES (HOUSTON TX)
TX
11/05/2010 - 01/12/2012
LPL FINANCIAL LLC (HOUSTON TX)
TX
06/17/2010 - 10/25/2010
FSC SECURITIES CORPORATION (HOUSTON TX)
NA
08/14/1993 - 05/09/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/07/1992 - 07/16/1993
EVEREN SECURITIES, INC.
NA
04/13/1987 - 07/23/1992
OPPENHEIMER & CO., INC.
NA
01/16/1987 - 03/25/1987
DEAN WITTER REYNOLDS INC.
NA
11/21/1986 - 11/21/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
06/25/1985 - 10/27/1986
OPPENHEIMER & CO., INC.
BC
Issued 10/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christine Blakely is the right advisor for you? Invested Better is here to help.