Unclaimed
Blake Allen Peterson is a financial advisor with over 20 years of experience in the industry. Blake is currently registered with THE Huntington Investment Co. in Saint Anthony, Minnesota. Blake also previously worked for RBC CAPITAL MARKETS, LLC and TCF INVESTMENTS, INC. Blake has a variety of licenses including Series 6, 7, 63, and 66 as well as the SIE. Blake is a CERTIFIED FINANCIAL PLANNER™ professional. Blake's specializations include retirement planning, college savings, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
09/28/2023 - Present
THE Huntington Investment Co. (Saint Anthony MN)
MN
03/12/2009 - 10/04/2023
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
12/02/1998 - 02/21/2006
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
BOTH
Issued 04/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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