Best Investors Account Sign in
Inactive

Blair Charles Shein

Compass Financial Group, Inc.

Deerfield Beach, FL

Claim This Profile
Current Employers
Compass Financial Group, Inc.

665 S.E. 10Th Street Suite 202, Deerfield Beach, FL 33441 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-01-07
FL RA APPROVED 2003-03-24
  • TX RA
    APPROVED
    Since 2010-01-07
  • FL RA
    APPROVED
    Since 2003-03-24

Branch Locations

665 S.E. 10Th Street Suite 202, Deerfield Beach, FL 33441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Financial Group, Inc. Lighthouse Point FL 03/1993 04/2024
Florida Atlantic University Boca Raton FL 03/2012 Present
Florida Atlantic University Boca Raton FL 09/2017 10/2023
Compass Financial Group, Inc. Deerfield Beach FL 05/2024 Present
Other Businesses

Blair Shein is an Instructor for the Chartered Financial Analyst (CFA) review program held at the College of Business of Florida Atlantic University.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-08
  • S65 Uniform Investment Adviser Law Examination
    2000-07-08
Designations

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
HERITAGE INVESTMENT GROUP, INC.

Other Investors

NEETU TIWARI
MICHAEL SCOTT LIOY
Consuelo Miller
JUAN CARLOS CHONG
YOUSSEF HABIB ABDELSAID
NICK KALOYIOS
James C Fitzsimmons
Evelyn A Abraham Lopez

Other Offices

J.P. MORGAN SECURITIES LLC · Deerfield Beach, FL
J.P. MORGAN SECURITIES LLC · DEERFIELD BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Pompano Beach, FL
J.P. MORGAN SECURITIES LLC · Deerfield Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · DEERFIELD BEACH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · POMPANO BEACH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MARGATE, FL
EDWARD JONES · COCONUT CREEK, FL

More in Deerfield Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor