Unclaimed
Blake Essary is an investment advisor representative with Stronghold Capital Partners LLC. Blake Essary is registered with the state of Arizona, California, Hawaii, and New York. Blake Essary has been in the industry for 2 years and is licensed to provide financial planning services to individuals and businesses. Blake Essary also provides pension consulting and selection of other advisers. Blake Essary is an insurance agent for Blake Essary Insurance, LLC and is a real estate agent for JPAR Vantage.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitor
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.
Solicitor fees
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AZ
10/17/2022 - Present
Stronghold Capital Partners LLC (Mesa AZ)
IA
Issued 09/14/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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