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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Moore is an active Investment Advisor Representative. Blake Moore is currently registered with AE Wealth Management, LLC, and is based in Salem, VA. Blake Moore has over 12 years of experience in the financial industry, having previously been registered with Mutual of Omaha Investor Services, Inc.. Blake Moore has passed the Series 6, Series 63 and Series 65 exams. Blake Moore specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Pension Consulting. Blake Moore is also involved with Prosperity Wealth Group, LLC as an owner/advisor.
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.
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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VA
01/31/2024 - Present
AE Wealth Management, LLC (Salem VA)
VA
06/03/2011 - 02/28/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ROANOKE VA)
IA
Issued 11/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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