Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Barnes is a financial advisor with over 14 years of experience in the financial industry. Blake has been with Wells Fargo Clearing Services, LLC since 2018, serving clients in the Corpus Christi area and beyond. Blake holds Series 7 and Series 66 licenses, and is registered with the state of Texas. Blake has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Jackson National Life Distributors LLC, and Edward Jones.
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.
1
2
TX
06/25/2018 - Present
Wells Fargo Clearing Services, LLC (CORPUS CHRISTI TX)
OK
02/08/2016 - 03/12/2018
EDWARD JONES (SALLISAW OK)
TN
04/15/2015 - 02/04/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
OK
08/11/2011 - 04/06/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
TX
01/03/2011 - 01/26/2011
WELLS FARGO ADVISORS, LLC (MIDLAND TX)
TX
12/24/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LUBBOCK TX)
BOTH
Issued 04/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
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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