Unclaimed
Blake Harper Manley is a financial advisor at Truist Advisory Services, Inc. Blake has over 25 years of experience in the financial services industry. Blake is a Certified Financial Planner and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Blake has held previous roles at BB&T Securities, LLC, Scott & Stringfellow, LLC, Wachovia Securities, LLC, and First Union Capital Markets Corp. Blake is registered to provide financial advice in 44 states and the District of Columbia. Blake specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
12/01/2023 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
11/03/2003 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RALEIGH NC)
MO
10/01/1999 - 11/04/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/06/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 07/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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