Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Pearson is a financial advisor with Fidelity Personal And Workplace Advisors. Blake has been in the financial services industry for over 7 years. Blake holds Series 6, 7, 63, and 66 licenses and is registered in 53 states as well as in Texas and New Hampshire as an investment advisor representative. In addition to Blake's financial services career, Blake also creates content for a podcast called The Drop Pod Podcast. Blake specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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.
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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2
NH
09/06/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
10/11/2016 - 12/04/2018
CITIZENS SECURITIES, INC. (NASHUA NH)
BOTH
Issued 09/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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