Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Blaze is a financial advisor with over 25 years of experience in the industry. Jeffrey is registered with LPL Financial LLC in Hollywood, Florida. Jeffrey has also been registered with other firms including Kestra Investment Services, LLC, H&R Block Financial Advisors, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and CIBC Oppenheimer Corp. Jeffrey holds the Series 6, 7, 63, and 65 licenses as well as the SIE and Series 24. Jeffrey is also a Certified Financial Planner. Jeffrey specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
01/06/2022 - Present
LPL Financial LLC (HOLLYWOOD FL)
FL
07/26/2005 - 12/09/2020
KESTRA INVESTMENT SERVICES, LLC (HOLLYWOOD FL)
MI
10/17/2003 - 07/21/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
07/01/2003 - 10/23/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/13/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/07/1997 - 07/15/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
MN
05/03/1996 - 05/15/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 10/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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