Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Matheson Mier is a financial advisor at LPL Financial LLC, with over 24 years of experience in the financial industry. Blake has a strong track record of providing financial advice to individuals, families, and businesses. Blake holds licenses in multiple states, including Illinois and Texas. Blake's previous employers include Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. Blake is committed to providing personalized financial advice that meets the unique needs of each client.
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.
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2
IL
10/17/2023 - Present
LPL Financial LLC (BLOOMINGTON IL)
IL
12/11/2015 - 11/02/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BLOOMINGTON IL)
IL
01/01/2008 - 12/11/2015
WELLS FARGO ADVISORS, LLC (BLOOMINGTON IL)
IL
10/14/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLOOMINGTON IL)
BOTH
Issued 12/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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