Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Earle Blanke is a financial advisor who has been in the industry since 1986. Steven is currently registered with Calton & Associates, Inc. and has a Series 6, Series 22, Series 26, Series 63, and Series 65. Steven has worked for several firms in the past, including CAPITAL FINANCIAL SERVICES, INC., LEGACY FINANCIAL SERVICES, INC., INVESTORS CAPITAL CORP., WMA SECURITIES, INC., and PFS INVESTMENTS INC. Steven is a Registered Representative of Calton & Associates, Inc. and an Investment Advisor Representative of Calton & Associates, Inc. Steven is also an owner of BAS Advisory Services, LLC DBA BAS Financial and Tax Services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/22/2017 - Present
Calton & Associates, Inc. (Garland TX)
TX
06/06/2006 - 05/17/2017
CAPITAL FINANCIAL SERVICES, INC. (Garland TX)
TX
03/05/2004 - 06/05/2006
LEGACY FINANCIAL SERVICES, INC. (RICHARDSON TX)
MA
04/13/1999 - 02/20/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
GA
10/10/1995 - 04/08/1999
WMA SECURITIES, INC. (DULUTH GA)
GA
06/04/1986 - 09/15/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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