Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Castaldo is an investment advisor representative at Eagle Strategies LLC, a firm with over 1500 licensed agents and 2000 registered representatives. Blake has been in the financial industry for over 11 years and holds the Series 6, 7, 63, and 65 licenses. Blake specializes in providing financial planning, educational seminars, and portfolio management for individuals and charitable organizations. Blake also holds several insurance licenses and operates under the DBA name of Eagle Wealth Partners LLC d/b/a Lifetime Wealth Partners. Blake's primary office location is in Canton, Ohio, but Blake is registered to provide investment advisory services in several states.
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.
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
OH
10/27/2020 - Present
Eagle Strategies LLC (CANTON OH)
NJ
11/13/2019 - 01/29/2020
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
10/15/2013 - 03/04/2019
NYLIFE DISTRIBUTORS LLC (SLEEPY HOLLOW NY)
NY
03/04/2011 - 10/15/2013
NYLIFE SECURITIES LLC (MELVILLE NY)
IA
Issued 10/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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