Unclaimed
Blake Dyer-lapointe is an investment advisor representative registered with Cetera Investment Advisers LLC. Blake has been in the industry for 2 years and holds Series 63, 65, and 6TO licenses. Blake is registered in Maine and is active in both the broker-dealer and investment advisor space. Blake's current employment is with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large firm with over $100 billion in assets under management. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting.
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
ME
08/16/2022 - Present
Cetera Investment Advisers LLC (BANGOR ME)
IA
Issued 08/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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