Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Bennett Reid is a financial advisor with over 20 years of experience in the financial services industry. Blake is currently registered with Fidelity Personal AND Workplace Advisors in Boston, Massachusetts. Blake has previously worked with Wells Fargo Investments, LLC in Salt Lake City, Utah, Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York, and Zions Investment Securities, Inc. in Salt Lake City, Utah. Blake is a Series 65, 66, 7, 9, 10 and SIE licensed advisor.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
11/16/2001 - 12/05/2006
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
NY
06/07/2000 - 03/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
UT
08/25/1999 - 06/12/2000
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
IA
Issued 03/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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