Unclaimed
Scott Gordon Blackburn is a financial advisor with M Holdings Securities, Inc., who has been active in the financial industry since December 6, 2011. Blackburn's practice is based in Naples, Florida, and specializes in financial planning, portfolio management, and pension consulting. Blackburn holds the Series 63, Series 7, and SIE licenses, and is also a Certified Financial Planner. Blackburn is registered as an investment advisor representative in Florida and is also registered as an investment advisor representative in Colorado, Michigan, and Ohio. Blackburn is a senior partner at Benson Blackburn, an Alera Group Agency LLC.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/01/2019 - Present
M Holdings Securities, Inc. (NAPLES FL)
BC
Issued 12/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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