Unclaimed
Blake Hopkins is a financial professional with over 12 years of experience in the industry. Blake is currently registered with Santander Securities LLC in Boston, MA. Previously, Blake worked with WELLS FARGO FUNDS DISTRIBUTOR, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Massachusetts. Blake specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
09/19/2012 - Present
Santander Securities LLC (Boston MA)
MA
10/25/2010 - 08/15/2012
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
MA
06/21/2010 - 09/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALTHAM MA)
MA
09/29/2008 - 11/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
SC
10/30/2007 - 03/17/2008
FIRST ALLIED SECURITIES, INC. (LEXINGTON SC)
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Blake Hopkins is the right advisor for you? Invested Better is here to help.