Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Andrew Freeman is a financial advisor with over 17 years of experience in the financial services industry. Blake is currently registered with Wells Fargo Advisors Financial Network, LLC and has been active in the industry since April 2006. Blake has held previous positions with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Blake holds a Series 66 and a Series 7 license. Blake provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans.
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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CA
01/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WALNUT CREEK CA)
CA
01/03/2011 - 01/12/2023
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
04/14/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 04/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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