Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake May is a financial advisor at Meld Financial, Inc., a firm based in Birmingham, Alabama. Blake is a Registered Investment Advisor (IA) with a focus on individual and business clients. Blake has been a financial advisor since 2014, working at various firms in Birmingham before joining Meld Financial, Inc.. Blake offers a range of financial advisory services, including financial planning, portfolio management, and educational seminars. Blake also has a law degree and provides legal advice to clients on a non-compensation basis.
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.
Social security and medicare consulting, individual consulting and financial wellness educational programs
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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2
AL
12/09/2021 - Present
Meld Financial, Inc. (BIRMINGHAM AL)
AL
11/19/2018 - 10/06/2022
TRIAD ADVISORS LLC (BIRMINGHAM AL)
AL
03/25/2017 - 11/05/2018
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
AL
10/22/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 10/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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