Unclaimed
Blake Coomer is a financial professional with experience in the financial services industry. Blake is a registered representative of Charles Schwab & Co., Inc. and holds Series 63, 6TO, and SIE licenses. Blake has also demonstrated a commitment to personal fitness by serving as a personal trainer. In addition to financial planning services, Blake offers other services such as financial planning and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
02/12/2025 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BC
Issued 08/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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