Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Douglas is a financial advisor with Fidelity Personal and Workplace Advisors, a firm based in Boston, MA, with over 7,979 licensed agents and 14,549 investment advisor representatives. Blake has been working in the financial services industry since 2018. Blake is registered in 28 states and holds Series 63, 66, 7, and SIE licenses. In addition to providing financial planning services, Blake also offers educational seminars and assists clients in selecting other advisors. Blake has specialized experience in retirement planning, portfolio management, and insurance.
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.
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
11/29/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
03/26/2018 - 12/31/2018
THE O.N. EQUITY SALES COMPANY (HOUSTON TX)
BC
Issued 10/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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