Unclaimed
Blake Edward Bockhold is a registered investment advisor representative with Alliancebernstein LP. Blake has been in the industry since June 28, 2011 and is licensed in multiple states including Florida, New York, Texas, and District of Columbia. Blake holds the Series 63, 66, 7, 31, and SIE licenses. The firm provides various advisory services, including portfolio management, financial planning, publication of periodicals, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
04/29/2016 - Present
Alliancebernstein LP (Miami FL)
BOTH
Issued 11/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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