Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Winters is a financial advisor with Truist Advisory Services, Inc. Blake has over 30 years of experience in the financial industry and holds multiple licenses and designations, including the Series 3, 7, 24, 27, 63 and 65 licenses, Certified Financial Planner designation, and Chartered Financial Analyst designation. Previously, Blake worked at Wall Street Money Center Corp., Palm Beach Financial, Inc., and F.D. Roberts Securities, Inc. Blake specializes in providing financial planning services, portfolio management, and wrap fee products. Blake's firm, Truist Advisory Services, Inc., has a strong track record of success and is committed to providing its clients with personalized financial advice and investment solutions.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
06/14/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
FL
06/19/1989 - 01/11/1996
WALL STREET MONEY CENTER CORP. (BOCA RATON FL)
NA
03/16/1989 - 04/08/1989
PALM BEACH FINANCIAL, INC.
NJ
07/20/1988 - 01/11/1989
F.D. ROBERTS SECURITIES, INC. (PARAMUS NJ)
IA
Issued 07/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/17/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/19/1995
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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