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It's Coming!

It's Coming!

June 16, 2023

Something exciting is coming next week, and we wanted to give you a heads up before the big reveal next Wednesday! As a financial professional associated with Securities America, and it has been my mission to create an environment where you can become confident through financial education, take control of your finances, and establish a sense of balance and independence in your financial future. 

But, Before the Big Reveal...

In Case You Didn't Know...A Quick Peak Behind the Curtain

Part of the way I have been able to provide you with comprehensive financial services you enjoy has been with the operational support, investment and clearing support from the Securities America Financial Corporation (SAI). Below briefly sums up these areas and what they mean for you. 

Operational Support

Securities America and Advisor Group provide back office, technology, regulatory and operational support to help Blade Financial Services further your financial well-being.

Investment Support

Through SAI,I can offer you access to thousands of diverse financial options. We are not in the business of creating and marketing our own investment products. This allows me to provide objective investment advice.´╗┐

Clearing Support

We offer clearing services through either Pershing, or National Financial Services (NFS). A clearing firm works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions.

Want to read more? Check out the Securities America website for clients -´╗┐

If you want to chat about your financial goals & how to create a plan, reach out now.

Use this link to schedule your dedicated time with me -

Ready for the Big Reveal...???

So, what's the big news???

Securities America is also part of a much larger financial group, Advisor Group. This group, Advisor Group, one of the largest networks of independent wealth management firms in the United States, is comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services. 

On June 21, there will be a public announcement to introduce the new name that will unify Advisor Group and all eight of the retail broker-dealers into a single entity. 

Want to read more? Check out the Advisor Group website for clients -

What does it mean for me?

Thankfully, it means no paperwork to sign! The blending of the Advisor Group companies simply means a new name for the support services that you have access to through Blade Financial ServicesWe will keep you updated about the new name and continue to offer you the same excellent service and depth of products that you have come to expect from Blade Financial Services. 

As your financial professional, I am excited to be supported by a large network of premier partners who bring strength, stability and security to strategies that are designed to work for today and tomorrow - all with one goal in mind — your success!

As always, please do not hesitate to call me with any questions you might have, I'm happy to help.