Unclaimed
Steven Blanchard has been in the financial services industry since 1982. Steven currently works with Cetera Investment Advisers LLC. Steven has been registered with Cetera Investment Advisers LLC since 2024. Steven's previous experience includes Investors Capital Corp. and Signator Investors, Inc. Steven is licensed to provide financial services in Maine, California, Massachusetts, New Hampshire and Rhode Island.
WESTBROOK, ME
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.
1
2
ME
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBROOK ME)
ME
09/14/1999 - 10/03/2016
INVESTORS CAPITAL CORP. (SCARBOROUGH ME)
MA
04/06/1982 - 09/13/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/06/1982 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 5/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/1/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/5/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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