Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Anthony Ellis is a registered representative with Wells Fargo Clearing Services, LLC, a firm that manages $10 billion - $50 billion in assets. Blake has over 15 years of experience in the financial industry. Ellis is registered in 36 states and offers financial planning services to individuals, businesses and institutions. Blake has worked for J.P. MORGAN SECURITIES LLC and Wells Fargo Advisors, LLC in the past. Blake has passed the Series 63, 66, and 7 exams and the Securities Industry Essentials Examination. Blake also serves as a member of the Investment Committee for the Detroit Institute of Arts.
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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2
MI
02/23/2018 - Present
Wells Fargo Clearing Services, LLC (GROSSE POINTE FARMS MI)
MI
04/15/2009 - 10/08/2015
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
BOTH
Issued 10/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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