Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Poole is a registered representative and investment advisor representative with AllianceBernstein LP. Blake has been in the securities industry since August 6, 2013. Blake has a strong background in finance and has held positions at various financial institutions. Blake is licensed to provide investment advice in 27 states and the District of Columbia. Blake specializes in asset allocation, financial planning, and portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
10/04/2023 - Present
Alliancebernstein LP (TAMPA FL)
LA
03/09/2009 - 09/05/2014
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/15/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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