Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Daniels is a financial advisor with over 38 years of experience in the industry. Blake is registered with Prosperity Wealth Management, Inc. in California and has worked with a wide range of clients, including individuals, families, businesses, and charitable organizations. Blake's experience with Fortune Financial Services, Inc., Keystone Capital Corporation and First American National Securities, Inc. has helped Blake provide personalized financial advice to clients. Blake specializes in financial planning, portfolio management, and selection of other advisors. Blake is committed to helping clients achieve their financial goals.
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.
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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2
CA
02/19/2020 - Present
Prosperity Wealth Management, Inc. (San Ramon CA)
NY
11/12/2012 - 02/25/2015
KEYSTONE CAPITAL CORPORATION (NEW YORK NY)
PA
01/01/1991 - 12/31/1996
BEACONSFIELD FINANCIAL SERVICES, INC. (CANONSBURG PA)
OH
02/23/1990 - 12/31/1990
MFI INVESTMENTS CORP. (BRYAN OH)
GA
08/21/1984 - 02/13/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 08/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/12/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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