Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake A Dyer-lapointe is a financial advisor who has been active in the industry since June 2022. Blake is currently registered with Cetera Investment Advisers LLC and has been with the firm since August 2022. Blake has also worked with First National Bank, Cetera Investment Services LLC, Red Door Title, Consumer Title, Yoshi Japanese Restaurant/V&L Inc, Sun Tan City, Camden National Bank, Piscataquis Regional YMCA, University of Maine Financial Aid Office, and University of Maine Phone-a-thon. Blake holds Series 63, 65, and 6TO licenses. Blake also holds the SIE designation. Blake is also a Notary Public for the State of Maine and is a board member on the Fusion Marketing Committee, a sector of the Bangor Area Chamber of Commerce.
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.
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2
ME
08/16/2022 - Present
Cetera Investment Advisers LLC (BANGOR ME)
IA
Issued 8/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/5/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 5/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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