Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Nelson is a financial advisor with LPL Financial LLC. Blake has been in the financial services industry since 2004 and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Blake also holds the SIE and is a Certified Financial Planner. Blake is registered to provide investment advice in 14 states, including Arizona, Colorado, Florida, Maryland, Nevada, New Jersey, Oregon, South Carolina, South Dakota, Texas, Utah, Washington, and Wyoming. Blake has previously worked with VOYA Financial Advisors, Inc., CUNA Brokerage Services, Inc., ONEAMERICA SECURITIES, INC., BENEFICIAL INVESTMENT SERVICES, INC., and EQUITY SERVICES, INC.
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.
Consulting and other non-discretionary advisory services
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
10/13/2015 - Present
LPL Financial LLC (OGDEN UT)
UT
08/16/2013 - 10/09/2015
VOYA FINANCIAL ADVISORS, INC. (MORGAN UT)
UT
10/12/2011 - 08/20/2013
CUNA BROKERAGE SERVICES, INC. (LAYTON UT)
UT
10/09/2009 - 10/05/2011
ONEAMERICA SECURITIES, INC. (LAYTON UT)
UT
07/23/2007 - 10/07/2009
BENEFICIAL INVESTMENT SERVICES, INC. (LAYTON UT)
NV
04/05/2004 - 08/09/2007
EQUITY SERVICES, INC. (HENDERSON NV)
IA
Issued 10/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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