Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Blades is a financial advisor with Raymond James & Associates, Inc. based in Ponte Vedra Beach, FL. Keith is licensed to provide investment advice in Florida and Texas. He has been in the securities industry since 2004 and previously worked with Stifel, Nicolaus & Company, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Keith is also registered as an Investment Advisor Representative. His areas of expertise include portfolio management, financial planning, educational seminars and selection of other advisors.
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
12/02/2023 - Present
Raymond James & Associates, Inc. (PONTE VEDRA BEACH FL)
MA
10/07/2011 - 02/27/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
MA
10/23/2009 - 10/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
05/25/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST ROXBURY MA)
MO
05/12/2004 - 03/13/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2004
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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