Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you D? Claim Your ProfileD Allen Blankenship is a financial professional with over 25 years of experience in the industry. D is currently registered with Southeast Investments, N.c., Inc. D has a strong track record of providing financial advice and investment management services to individuals and businesses. D holds the Series 6, 7, 24, 63, and 65 licenses and the SIE certification.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
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2
NC
09/05/2024 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
GA
06/20/2023 - 08/16/2024
SAN BLAS SECURITIES LLC (ATLANTA GA)
PA
04/02/2020 - 06/27/2023
THE STRATEGIC FINANCIAL ALLIANCE, INC. (King of Prussia PA)
PA
07/08/2016 - 10/22/2019
INDEPENDENT FINANCIAL GROUP, LLC (King of Prussia PA)
PA
05/11/2010 - 07/11/2016
SUMMIT BROKERAGE SERVICES, INC. (KING OF PRUSSIA PA)
PA
08/01/2002 - 05/07/2010
LPL FINANCIAL CORPORATION (KING OF PRUSSIA PA)
NE
04/01/2002 - 08/02/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
02/05/1997 - 04/30/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/05/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 02/21/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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