Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake McGinley is an investment advisor representative with Cerity Partners LLC. Blake is licensed in California. Blake has been in the financial services industry for 6 years. Blake has been with Cerity Partners LLC since August of 2024. Previously, Blake was registered with Cetera Advisor Networks LLC and AssetMark Brokerage, LLC. Blake holds the Series 63, 65, and Series 6TO licenses. Blake has a strong track record of helping clients meet their financial goals. Blake is committed to providing personalized financial advice and guidance to individuals and families.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/05/2024 - Present
Cerity Partners LLC (MILL VALLEY CA)
CA
11/02/2022 - 08/09/2024
CETERA ADVISOR NETWORKS LLC (SAN JOSE CA)
CA
07/01/2019 - 03/22/2022
ASSETMARK BROKERAGE, LLC (Encino CA)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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