Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Alan Blankenship is a financial advisor with over 30 years of experience in the financial services industry. Rick is registered with Wells Fargo Clearing Services, LLC, and is licensed to provide investment advice in several states, including Idaho, Texas, and Washington. Prior to joining Wells Fargo, Rick worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. He holds the Series 7, 63, and 65 licenses, as well as the SIE exam. Rick has a strong commitment to providing his clients with personalized financial advice and helping them achieve their financial goals. He specializes in working with individuals, families, 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.
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.
Investment consulting services to institutional clients
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
ID
08/18/2016 - Present
Wells Fargo Clearing Services, LLC (COEUR D'ALENE ID)
ID
05/25/2007 - 08/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COEUR D'ALENE ID)
WA
11/23/1998 - 06/11/2007
CITIGROUP GLOBAL MARKETS INC. (KENNEWICK WA)
NY
04/24/1990 - 11/24/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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