Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake H. Freeman is an investment advisor representative with Wells Fargo Clearing Services, LLC. Blake has been in the industry since 2011, and has worked for several other firms including J.P. Morgan Securities LLC and Morgan Stanley. Blake is registered with the state of Utah and Texas, and is licensed to provide investment advice and securities transactions. Blake is also a registered representative of Wells Fargo Clearing Services, LLC. Blake offers a range of services to individual and institutional clients, including investment consulting, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
UT
04/13/2022 - Present
Wells Fargo Clearing Services, LLC (HEBER CITY UT)
CA
08/26/2016 - 04/27/2022
MORGAN STANLEY (Folsom CA)
CA
12/12/2014 - 09/07/2016
J.P. MORGAN SECURITIES LLC (EL DORADO HILLS CA)
CA
06/28/2013 - 11/06/2014
MORGAN STANLEY (BURLINGAME CA)
CA
08/04/2011 - 06/24/2013
WADDELL & REED, INC. (CAMPBELL CA)
CA
06/28/2010 - 12/06/2010
EDWARD JONES (CITRUS HEIGHTS CA)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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