Unclaimed
Blake Ty Rhodes is a financial professional registered with Charles Schwab & Co., Inc. based in Lone Tree, Colorado. Blake has been in the financial industry since August 12, 2021. Blake holds the Series 63, Series 7TO and the SIE licenses and is currently registered in 51 states and the District of Columbia. Blake's areas of expertise include Financial Planning and the selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
08/13/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 09/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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