Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dace? Claim Your ProfileDace Blaskovitz is an active investment advisor representative (IAR) registered in Delaware, working for Cambridge Investment Research Advisors, Inc., and has been in the industry since March 31, 1977. Dace Blaskovitz has extensive experience in the industry and has held various positions at several firms. Dace Blaskovitz has also passed a number of industry exams, including Series 7, Series 63, Series 65, and SIE. Dace Blaskovitz has specialized in various areas including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
Solicitation fees from 3rd party money managers
1
2
DE
12/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Wilmington DE)
DE
11/15/2010 - 12/09/2022
CANTELLA & CO., INC. (Wilmington DE)
DE
03/31/2005 - 12/14/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (WILMINGTON DE)
PA
01/20/1998 - 04/07/2005
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
PA
05/04/1994 - 01/26/1998
RUTHERFORD, BROWN & CATHERWOOD, INC. (PHILADELPHIA PA)
NC
01/01/1991 - 05/10/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
10/26/1977 - 01/01/1991
BUTCHER & SINGER INC.
NA
04/01/1977 - 11/10/1977
FIRST JERSEY SECURITIES, INC.
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1991
PC - AMEX Put and Call Exam
BC
Issued 03/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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