Unclaimed
Blake Porter is an investment advisor representative with Florida Financial Advisors, LLC located in Orlando, FL. Blake is a registered Investment Advisor in Florida. Blake's registrations are active and in good standing. Blake is a financial consultant for Florida Financial Advisors. Blake has been in the securities industry since 2014. Blake holds a Series 65 license, and has passed the SIE exam. Blake is registered with the state of Florida. Blake has been with Florida Financial Advisors since August 2024.
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.
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.
2% of net worth or assets for financial planning clients
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2
FL
08/30/2024 - Present
Florida Financial Advisors, LLC (Orlando FL)
IA
Issued 07/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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