Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Muchnick is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. Blake is a registered investment advisor with the state of California and Texas. Blake is a registered representative with FINRA. Blake has over 4 years of experience in the financial services industry. Blake has been with Fidelity Personal And Workplace Advisors since August of 2023. Prior to joining Fidelity Personal And Workplace Advisors, Blake was associated with LPL Financial LLC. Blake has a Series 7, Series 66 and SIE license. Blake specializes in providing financial planning, retirement planning, investment management, and college savings plans. Blake also offers educational seminars and portfolio management for individuals and businesses.
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.
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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CA
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
03/07/2022 - 07/27/2023
LPL FINANCIAL LLC (CARLSBAD CA)
BOTH
Issued 05/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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