Unclaimed
Blake Wood Cilmi is a registered representative with Stephens and has been in the securities industry since June 25, 2023. Blake has passed the Series 63, Series 7TO, Series 79TO, and SIE exams. Blake is currently registered in Arkansas and Georgia. Blake is an investment advisor representative for Stephens. Stephens is a registered investment advisor with approximately $14,783,890,572 in assets under management. Stephens provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
1
2
GA
06/26/2023 - Present
Stephens (ATLANTA GA)
BC
Issued 03/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Blake Cilmi is the right advisor for you? Invested Better is here to help.