Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Bodson is an investment advisor representative with Ameriprise Financial Services, LLC in Hauppauge, NY. Blake has been in the securities industry since November 2023 and has been with Ameriprise since October 2023. Blake is registered with the state of New York. Ameriprise Financial Services, LLC is an investment advisor firm with more than $479 billion in assets under management. The firm provides financial planning, portfolio management, and other investment advisory services to a variety of clients, including individuals, businesses, trusts, and estates. Blake holds Series 63, Series 65, Series 7TO, and SIE securities licenses. Blake is also registered as an investment advisor representative with the state of New York.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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NY
11/13/2023 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
BC
Issued 01/24/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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