Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Furgerson is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Blake is a financial advisor with extensive experience in the financial industry. Blake has been active in the industry since 2013, working with clients across a range of financial needs. Previously, Blake has held positions with several financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co. Inc., and Robert W. Baird & Co. Incorporated. Blake is licensed to provide a broad range of investment services and holds Series 7, 31, and 66 licenses.
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
01/17/2019 - Present
Stifel, Nicolaus & Company, Inc. (FORT WORTH TX)
TX
03/16/2018 - 01/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
01/29/2018 - 02/09/2018
OPPENHEIMER & CO. INC. (FORT WORTH TX)
TX
11/02/2015 - 12/12/2017
ROBERT W. BAIRD & CO. INCORPORATED (FORT WORTH TX)
TX
05/08/2013 - 07/14/2015
ROBERT W. BAIRD & CO. INCORPORATED (FORT WORTH TX)
BOTH
Issued 03/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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