Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Blaser is an experienced financial advisor with over 30 years in the industry. Jeffrey is registered with Commonwealth Financial Network and is based in Burlington, North Carolina. Prior to joining Commonwealth Financial Network, Jeffrey was registered with RAYMOND JAMES FINANCIAL SERVICES, INC. Jeffrey has a wide range of experience in the financial services industry. He is a Certified Financial Planner™ and holds a variety of licenses, including Series 7, 24, 31, 51, 63, and 65.
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.
1
2
NC
06/21/2021 - Present
Commonwealth Financial Network (Burlington NC)
NC
07/02/1997 - 06/16/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BURLINGTON NC)
MO
08/13/1991 - 07/03/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 04/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Blaser is the right advisor for you? Invested Better is here to help.
