Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Williams is an investment advisor representative at Colorado Financial Service Corp. Blake is registered with the state of Colorado and Texas. Blake holds the Series 63 and Series 65 licenses as well as the Series 7TO and SIE licenses. Blake has been in the securities industry for more than 3 years. Blake has worked with companies including Fidelity Brokerage Services LLC, Robinhood Financial, LLC, and AXOS Clearing LLC. Blake is also a member of King Williams Enterprises, which purchases tax liens. Blake is an active and well-rounded individual with experience in various fields.
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.
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CO
11/14/2023 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
NV
05/10/2023 - 10/25/2023
AXOS INVEST LLC (LAS VEGAS NV)
CO
10/06/2022 - 10/25/2023
AXOS CLEARING LLC (CENTENNIAL CO)
CO
05/24/2021 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
01/11/2019 - 02/25/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
IA
Issued 03/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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