Unclaimed
Blake C Gunther is a financial advisor at Osaic Wealth, Inc. with over 5 years of experience in the industry. Blake is licensed to provide financial advice in Pennsylvania. Blake has passed the Series 63, Series 7 and SIE exams and works with a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Blake provides a range of financial services including financial planning, portfolio management, and selection of other advisors. Prior to joining Osaic Wealth, Inc., Blake was registered with FSC SECURITIES CORPORATION, MCG SECURITIES LLC, and Ameriprise Financial Services, Inc.
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.
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
PA
11/03/2023 - Present
Osaic Wealth, Inc. (MALVERN PA)
PA
06/19/2019 - 11/03/2023
FSC SECURITIES CORPORATION (MALVERN PA)
PA
11/01/2016 - 10/18/2017
MCG SECURITIES LLC (West Chester PA)
PA
07/15/2016 - 10/26/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Chadds Ford PA)
BC
Issued 11/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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