Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Edward Greer is a financial advisor with Concourse Financial Group Securities, Inc. based in Fulshear, TX. Blake has been in the financial services industry for over two decades and has a broad range of experience in the securities and investment management fields. He is a registered representative and investment advisor representative, and holds Series 7, 31, and 63 licenses as well as a Series 65. Blake is passionate about helping clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/16/2013 - Present
Concourse Financial Group Securities, Inc. (Fulshear TX)
TX
01/03/2011 - 05/29/2013
SWS FINANCIAL SERVICES, INC. (RICHMOND TX)
NY
03/09/2009 - 12/20/2010
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
TX
06/05/2008 - 02/18/2009
AMREIT SECURITIES COMPANY (HOUSTON TX)
TX
04/02/2007 - 05/12/2008
MORGAN STANLEY & CO. INCORPORATED (BRYAN TX)
TX
07/25/2003 - 04/02/2007
MORGAN STANLEY DW INC. (BRYAN TX)
NY
07/24/2002 - 07/11/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Blake Greer is the right advisor for you? Invested Better is here to help.
