Unclaimed
George Blais is an investment advisor representative with American Portfolios Advisors, Inc. located in Holbrook, NY. George has over 25 years of experience in the financial services industry and has held previous positions at LPL Financial LLC, Transamerica Capital, Inc., LINSCO/Private Ledger Corp., Directed Services LLC, First Union Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George has a Series 7, Series 63, and Series 65 licenses. George specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
10/11/2024 - Present
Osaic Wealth, Inc. (CHATTANOOGA TN)
AL
05/19/2011 - 03/01/2012
LPL FINANCIAL LLC (DAPHNE AL)
CO
12/14/2007 - 06/10/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
AL
03/01/2007 - 12/03/2007
LINSCO/PRIVATE LEDGER CORP. (DAPHNE AL)
PA
09/26/2001 - 02/28/2007
DIRECTED SERVICES LLC (WEST CHESTER PA)
MO
10/26/1998 - 09/20/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
07/11/1994 - 10/28/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 9/8/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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