Unclaimed
Blake Lawrence Paro is an active Investment Advisor Representative with Advisory Services Network. Blake has been in the industry since 2004 and is licensed in North Carolina and Texas. Blake's experience includes working with Raymond James Financial Services, Inc. and Wells Fargo Advisors. Blake specializes in providing financial planning, asset management, and other investment-related services to individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Blake is also a registered insurance agent.
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.
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.
1
2
NC
11/20/2018 - Present
Advisory Services Network (Raleigh NC)
NC
05/27/2011 - 10/05/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (RALEIGH NC)
NC
01/01/2008 - 05/31/2011
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
NC
10/18/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
BOTH
Issued 01/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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