Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Christian White is a financial advisor with Osaic Wealth, Inc. based in Longview, Texas. Blake has been in the financial services industry since 2013 and is registered with the state of Texas as both a broker and an investment advisor representative. Blake has a strong track record of providing financial advice and investment management services to a wide range of clients.
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
TX
01/19/2024 - Present
Osaic Wealth, Inc. (LONGVIEW TX)
TX
04/28/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LONGVIEW TX)
TX
11/29/2017 - 05/18/2023
LPL FINANCIAL LLC (LONGVIEW TX)
TX
07/10/2017 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (LONGVIEW TX)
TX
07/21/2015 - 07/11/2017
CAPITAL ONE INVESTING, LLC (MARSHALL TX)
TX
05/29/2013 - 02/20/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Texarkana TX)
IA
Issued 09/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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