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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Lepage Bottle is a financial advisor with Wisdom Wealth Investment Advisors LLC. Blake has over 20 years of experience in the financial services industry, with a focus on financial planning, securities, and fixed insurance sales and service. Blake is also a Chartered Financial Consultant, which is a designation held by experienced professionals who have demonstrated a commitment to continuing education and professional development. Blake is registered as an Investment Advisor Representative in Arizona, California, and Nevada. Blake is committed to helping clients achieve their financial goals. In addition to his work at Wisdom Wealth Investment Advisors LLC, Blake also serves as a financial advisor for Helios Integrated 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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AZ
06/04/2014 - Present
Wisdom Wealth Investment Advisors LLC (PHOENIX AZ)
AZ
08/12/1998 - 12/31/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (PHOENIX AZ)
MO
06/28/1991 - 08/24/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
PA
06/21/1990 - 07/08/1991
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 08/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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