Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Taylor Green is an Investment Advisor Representative at Cresset Asset Management, LLC. Blake has been in the financial services industry since 2015 and has worked at several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and HighTower Securities, LLC. Blake has a Series 7 and 66 license and has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Blake is also an independent insurance agent.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
06/28/2019 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IL
03/21/2018 - 06/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
CA
10/18/2017 - 02/27/2018
HIGHTOWER SECURITIES, LLC (Newport Beach CA)
BOTH
Issued 12/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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