Unclaimed
Blake Donovan is a financial advisor with over 5 years of experience in the financial services industry. Blake is a registered representative of Houlihan Lokey Capital, Inc. Blake previously held positions at Raymond James & Associates, Inc. and Stifel, Nicolaus & Company, Incorporated. Blake holds the Series 7, 79, 87, and 63 licenses as well as the SIE exam. Blake is currently licensed in Texas.
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.
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.
1
2
TX
01/24/2019 - Present
Houlihan Lokey Capital, Inc. (Dallas TX)
TX
09/16/2015 - 12/19/2018
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
CO
01/01/2014 - 09/08/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
BC
Issued 11/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/12/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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