Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Materewicz is an investment advisor representative with MML Investors Services, LLC based in NEWPORT BEACH, CA. Blake has been in the industry since 2002, and has experience in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Blake also holds several professional licenses and certifications, including Series 6, Series 7, Series 24, Series 52TO, Series 53, and Series 63. Blake has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
11/17/2016 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
CA
11/06/2007 - 08/02/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)
CA
04/07/2005 - 07/02/2007
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
NY
04/26/2002 - 04/08/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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