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Marisela Blandon (CRD# 732374) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 42 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
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CRD# 4396600
Mml Investors Services, LLC
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CRD# 4581254
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Oppenheimer & Company Inc. | Miami, FL | May 2021 - Current | 3 |
Wells Fargo Clearing Services, LLC | Miami, FL | Nov 2016 - May 2021 | 4 |
Wells Fargo Advisors LLC | Miami, FL | May 2009 - Nov 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1981 |
S65 | NASAA Investment Advisors Law Examination | May 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management27,451MILLIONS
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Total Number of Accounts34,493ACCOUNTS
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Average Account Value$795,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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