Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Blake is a registered representative with BNY Mellon Securities Corp. James has been in the industry since 2014 and holds the Series 3, SIE, and Series 7 licenses. He is also a registered principal, having passed the Series 24 exam. James is currently registered in 52 states and the District of Columbia. James has expertise in 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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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2
NY
08/18/2014 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
BC
Issued 12/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/05/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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