Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Schneider is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Blake has been in the financial industry since 2016 and holds multiple professional licenses, including Series 6, 7, 63 and 65. Blake has worked with numerous financial institutions, including Transamerica Investors Securities Corporation, Jackson National Life Distributors LLC, Cetera Investment Services LLC, and Avantax Investment Services, Inc. Blake has a passion for helping individuals and families achieve their financial goals and is committed to providing personalized service and advice.
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.
1
2
TN
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (FRANKLIN TN)
TX
10/22/2021 - 04/18/2024
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TN
04/02/2018 - 10/12/2021
CETERA INVESTMENT SERVICES LLC (FRANKLIN TN)
TN
09/15/2016 - 03/29/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
FL
02/12/2016 - 09/08/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
IA
Issued 02/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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