Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Blake is a registered investment advisor with J.P. Morgan Securities LLC. David has been in the financial services industry since 2001. David has a wide range of experience in the industry, having worked with a variety of clients including individuals, families, corporations, and institutions. David is a Series 7 and Series 66 licensed representative. David is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals. David is a strong advocate for his clients, and he always works in their best interests. David is committed to helping his clients achieve their financial goals. David's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
02/18/2020 - Present
J.p. Morgan Securities LLC (DETROIT MI)
MI
01/22/2001 - 01/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)
BOTH
Issued 07/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 3 - National Commodity Futures Examination
BC
Issued 06/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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