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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Alan Bergstrom is a financial advisor with Ameriprise Financial Services, LLC. Blake has been in the financial industry since 2003 and has a broad range of experience, offering various financial services. Blake has held previous roles at CRESCENT SECURITIES GROUP, INC. and DOMINION INVESTOR SERVICES, INC. Blake is currently registered with FINRA as a Registered Representative and holds the Series 7, Series 63, and Series 65 licenses, in addition to the SIE exam. Blake is registered in 21 states and is licensed to provide both brokerage and investment advisory services.
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.
Asset allocation services
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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TX
06/20/2024 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
TX
09/08/2003 - 06/21/2024
CRESCENT SECURITIES GROUP, INC. (AUSTIN TX)
TX
04/21/2021 - 05/05/2021
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
TX
05/01/2003 - 09/09/2003
CHOICE INVESTMENTS, INC. (AUSTIN TX)
IA
Issued 11/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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