Unclaimed
Blake Fields is a registered investment advisor representative with IMA Advisory Services, Inc. Blake has been in the industry for approximately 11 years and is currently registered in Colorado, Kansas and Texas. Blake holds the Series 63 and 65 licenses and has a background in business and finance. Blake is passionate about helping individuals and families achieve their financial goals. Blake is also a board member for Special Olympics Colorado where he works with special needs athletes on events.
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.
A percentage of the total value of assets under management is charged.
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CO
01/16/2025 - Present
IMA Advisory Services, Inc. (DENVER CO)
Active
Inactive
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