Unclaimed
Blake Miller is a registered representative and investment advisor representative with Landaas & Co. Blake has been in the financial services industry since June 2022. Blake holds a Series 7TO, Series 66, and SIE license. Blake works with individuals, corporations or other businesses, and charitable organizations. Blake has experience with financial planning, portfolio management for businesses, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
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2
WI
02/19/2024 - Present
Landaas & Co. (MILWAUKEE WI)
BOTH
Issued 02/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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