Unclaimed
Blake Alston Nephew is an investment advisor representative with U.S. Bancorp Investments, Inc. Blake has been in the financial services industry since January 7, 2018. Blake's current registration is with U.S. Bancorp Investments, Inc. and their previous registration was with EDWARD JONES. Blake holds the Series 66, Series 7, and SIE licenses. Blake is registered in 17 states, including Alabama, Florida, Illinois, Indiana, Kentucky, Maryland, Missouri, New Jersey, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Blake specializes in investment advisory services, portfolio management for businesses, and portfolio management for individuals. Blake is based in Farmington, Missouri.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
09/26/2023 - Present
U.s. Bancorp Investments, Inc. (Rolla MO)
KY
01/08/2018 - 10/09/2023
EDWARD JONES (Hopkinsville KY)
BOTH
Issued 01/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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