Unclaimed
Stuart Blankenship is a financial advisor currently registered with Osaic Wealth, Inc. Stuart has been in the financial industry since 1980 and has a vast experience in providing investment advice to individuals and families. He holds several securities licenses, including Series 6, 7, 26, 63 and 65. Stuart's approach is to help clients understand their financial needs and goals, and then develop personalized investment plans to help them achieve their objectives.
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
VA
01/24/2025 - Present
Osaic Wealth, Inc. (RICHMOND VA)
VA
03/05/2009 - 04/26/2012
PRINCOR FINANCIAL SERVICES CORPORATION (RICHMOND VA)
VA
10/23/2008 - 03/11/2009
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
07/22/2005 - 10/21/2008
NEW ENGLAND SECURITIES (GLEN ALLEN VA)
IA
12/19/2003 - 06/30/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NE
10/31/2003 - 12/17/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
08/13/1997 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
OH
12/04/1991 - 11/03/1992
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
02/14/1989 - 11/25/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
05/11/1988 - 12/05/1988
SUN INVESTMENT SERVICES COMPANY
NA
03/13/1975 - 07/28/1988
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 12/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/10/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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