Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breyn? Claim Your ProfileBreyn Linn Blakely is a financial advisor with over 15 years of experience in the industry. Blakely is currently registered with Charles Schwab & Co., Inc. Prior to that, Blakely was a registered representative with TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. Blakely holds the Series 3, 4, 7, 24, 34 and 63 licenses. Blakely specializes in providing financial planning and advisory services to clients, including access to Schwab's Wrap Fee Program and financial planning advisor referral program.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/17/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/15/2010 - 01/17/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
10/06/2008 - 05/20/2015
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
09/25/2009 - 06/15/2010
THINKORSWIM, INC. (BELLEVUE NE)
NE
10/06/2008 - 10/06/2008
TD AMERITRADE CLEARING, INC. (BELLEVUE NE)
NE
02/28/2008 - 10/06/2008
TD AMERITRADE, INC. (BELLEVUE NE)
BC
Issued 03/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 01/14/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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