Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Sneed is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Blake has been in the industry for over 2 years and is licensed in 51 states and the District of Columbia. Blake is a Series 66, Series 7, Series 10, Series 9, and Series 24 licensed professional. Blake has experience working at CETERA ADVISOR NETWORKS LLC, OneOK, and Northwestern Mutual Investment Services LLC. Blake offers a variety of services including portfolio management, investment advisory, and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OK
11/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TULSA OK)
OK
12/17/2020 - 08/15/2022
CETERA ADVISOR NETWORKS LLC (TULSA OK)
BOTH
Issued 03/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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