Unclaimed
Blake Alexander Schmitt is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since July 2023. Blake has Series 66 registration and is currently registered in Tennessee and Texas. Blake also works for The Prudential Insurance Company of America in Franklin, TN. Blake has a history of experience in the financial services industry with Pruco Securities Llc in Franklin, TN, and has experience in other fields such as working for Stewart Lumber Company in Brentwood, TN, as well as Mercer University in Macon, GA. Blake specializes in portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TN
02/04/2025 - Present
Wells Fargo Clearing Services, LLC (NASHVILLE TN)
Active
Inactive
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