Unclaimed
Blake Tyler Chorpening is a financial advisor currently registered with MWA Financial Services Inc. in Ashland, OH. Blake has been in the financial services industry since January 8, 2016, and previously worked at THE HUNTINGTON INVESTMENT COMPANY and J.P. MORGAN SECURITIES LLC. Blake holds licenses for Series 6, Series 63 and SIE exams. Blake focuses on providing financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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
OH
05/02/2023 - Present
MWA Financial Services Inc. (Ashland OH)
OH
11/04/2015 - 01/10/2022
THE HUNTINGTON INVESTMENT COMPANY (ASHLAND OH)
OH
04/29/2014 - 06/12/2015
J.P. MORGAN SECURITIES LLC (WOOSTER OH)
BC
Issued 05/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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