Unclaimed
Robert Blalock is a financial advisor with Fifth Third Securities, Inc. located in Ann Arbor, MI. Robert has been in the financial industry for over 6 years and is licensed to provide securities and advisory services in several states. He holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. His previous employment includes positions with Infinex Investments, Inc. and The Huntington Investment Company.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
MI
08/30/2023 - Present
Fifth Third Securities, Inc. (CANTON MI)
OH
04/21/2022 - 09/07/2023
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MI
11/13/2017 - 04/06/2022
INFINEX INVESTMENTS, INC. (ANN ARBOR MI)
IA
Issued 5/7/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/3/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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