Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Jerd is a financial advisor with Hilltop Securities Inc., located in Dallas, TX. Blake holds the Series 7TO, Series 52TO, Series 50, and Series 63 licenses. Blake has been in the securities industry since September 18, 2022. Blake's specializations include fixed income, equities, mutual funds, options, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
09/19/2022 - Present
Hilltop Securities Inc. (DALLAS TX)
BC
Issued 10/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 02/08/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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