Unclaimed
Warren Prehmus has been in the financial services industry since 1988. Warren has been registered with The Strategic Financial Alliance, Inc. since 2003 and with Strategic Blueprint, LLC since 2021. Warren works with a wide variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Warren specializes in providing financial planning, educational seminars, and portfolio management 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
10/31/2003 - Present
THE Strategic Financial Alliance, Inc. (PEACHTREE CORNERS GA)
GA
06/18/1992 - 11/22/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
01/30/1991 - 02/05/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
09/14/1988 - 01/31/1991
MONARCH SECURITIES, INC.
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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