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 Pratz is a financial advisor with Icon Wealth Partners. Blake has been in the financial services industry since 1985. Blake has been registered with Icon Wealth Partners since 2022 and UBS Financial Services Inc., Purshe Kaplan Sterling Investments Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., PaineWebber Incorporated, Rotan Mosle Inc. and Dean Witter Reynolds Inc. in the past. Blake holds Series 3, 7, 63, and 65 licenses as well as the SIE designation. Blake specializes in providing financial advice to high net worth individuals, corporations, and other businesses. Icon Wealth Partners specializes in financial planning, investment management, and other 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
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.
Revenue sharing on eligible credit and cash management solutions
1
2
TX
08/02/2022 - Present
Icon Wealth Partners (HOUSTON TX)
TX
10/15/2010 - 09/15/2016
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
06/01/2009 - 11/02/2010
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
08/20/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NJ
01/01/1991 - 08/25/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/15/1987 - 01/01/1991
ROTAN MOSLE INC.
NA
08/23/1984 - 07/16/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 11/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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