Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Brei is a financial professional with experience in the financial services industry. Blake has a Series 52TO, Series 50 and Series 63 license and is registered in Arizona and New Mexico. Blake is currently employed with Stifel, Nicolaus & Company, Inc. in Phoenix, Arizona. Blake provides a variety of financial services including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting.
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.
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.
1
2
AZ
01/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
BC
Issued 08/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/26/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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