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 Morris is a registered representative with Hilltop Securities Inc. and Hilltop Securities Asset Management, LLC. Blake has been in the securities industry since January 24, 2003. Blake is registered with the state of Texas as an investment advisor representative and has been registered in Texas since April 7, 2008. Blake has a wide range of experience in the financial industry, including investment banking, municipal securities, and operations. Blake holds a variety of licenses and certifications, including Series 7, 24, 50, 52, 53, 54, 66, 79, 99, and SIE.
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.
12b-1 fees
1
2
TX
06/16/2016 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
04/07/2008 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (DALLAS TX)
TX
01/24/2003 - 04/07/2008
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
BOTH
Issued 06/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 07/29/2013
Series 14 - Compliance Officer Examination
BC
Issued 10/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/13/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/04/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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