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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Dawson Harris is a financial advisor with Windward Private Wealth Management Inc. Blake is registered with the state of Kansas, Missouri and Texas. Blake has been in the industry since June 2024. Blake holds the Series 65 license. Blake has a background in sales and customer service. Blake is passionate about helping individuals and families achieve their financial goals. Blake is committed to providing personalized financial advice and guidance to help clients make informed decisions about their money. Blake is also committed to providing excellent customer service and building strong relationships with 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.
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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MO
08/30/2024 - Present
Windward Private Wealth Management Inc. (Kansas City MO)
IA
Issued 07/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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