Unclaimed
Blake Candreva is an investment advisor representative with Nevada Retirement Planners, LLC. Blake has been in the industry since 2016 and has a Series 7 and Series 66 license. Blake also holds an insurance agent license and works with Nevada Senior Advisors, LLC. Blake's primary focus is on financial planning and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
NV
04/20/2020 - Present
Nevada Retirement Planners, LLC (RENO NV)
NV
03/22/2022 - 11/09/2023
GRADIENT SECURITIES, LLC (Reno NV)
NV
07/25/2018 - 04/09/2020
J.P. MORGAN SECURITIES LLC (Reno NV)
NV
05/23/2017 - 07/18/2018
NYLIFE SECURITIES LLC (RENO NV)
NV
02/11/2016 - 12/08/2016
EDWARD JONES (RENO NV)
BOTH
Issued 03/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Blake Candreva is the right advisor for you? Invested Better is here to help.