Unclaimed
Blake Van Grouw is a registered representative with Morgan Stanley and has been in the financial industry since 2012. Blake has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Blake has previous experience with First Republic Bank, Rabobank, N.A., First Republic Securities Company, LLC, J.P. MORGAN SECURITIES LLC, JP MORGAN CHASE BANK, N.A., and MORGAN STANLEY. Blake is currently registered in CA and TX.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
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2
CA
01/02/2025 - Present
Morgan Stanley (San Francisco CA)
Active
Inactive
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