Unclaimed
Donald Scott Blair is a financial advisor based in ST. PETERSBURG, FL. Donald has been in the industry since September 25, 1994, and is currently registered with Raymond James & Associates, Inc. Donald is a Series 7, Series 63, SIE and Series 79TO licensed professional, having passed the exams in 1994, 2013, 2018 and 2023 respectively. Donald has been registered with the firm since February 18, 1997, and previously worked with Goldman, Sachs & Co. and Goldman Sachs Money Markets, L.P. Donald specializes in providing financial advice to individuals, corporations, charitable organizations, insurance companies, investment companies, pension and profit sharing plans 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
FL
02/18/1997 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
10/01/1996 - 01/31/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
NA
09/09/1994 - 10/01/1996
GOLDMAN SACHS MONEY MARKETS, L.P.
BC
Issued 03/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1994
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
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