Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blaklee? Claim Your ProfileBlaklee Wolfe is a registered representative and investment advisor representative. Blaklee has been in the securities industry for 3 years. Blaklee is currently registered with Credit Union Investment Services. Blaklee is also registered with the state of North Carolina. Blaklee has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Investment Company Products/Variable Contracts Representative Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. Blaklee has a background in the financial services industry and has experience in providing financial services to clients. Blaklee has also been involved in the retail food service industry.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
03/27/2024 - Present
Credit Union Investment Services (Plymouth NC)
NC
06/30/2020 - 09/26/2023
CAPITAL INVESTMENT GROUP, INC. (WASHINGTON NC)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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