Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake S. Douvros is a financial advisor registered with Planmember Securities Corp. in California. Blake has been in the securities industry since 2022 and specializes in financial planning, pension consulting, and investment supervisory services. Blake holds both Series 63 and Series 65 licenses, as well as Series 6TO and SIE exams. Blake is committed to helping individuals, businesses, and charitable organizations achieve their financial goals.
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.
Provides investment supervisory services
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.
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CA
03/16/2022 - Present
Planmember Securities Corp. (Agoura Hills CA)
IA
Issued 03/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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