Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorey? Claim Your ProfileJorey Blake is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Jorey has been in the financial industry since January 2016. Jorey has extensive experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Jorey is committed to providing personalized financial advice and guidance to help their clients achieve their financial goals. Previously, Jorey worked at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Albert Securities, LLC, and Charles Schwab & Co., Inc. Jorey holds the Series 6, 7, 63, 65, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
09/05/2024 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
11/15/2021 - 09/15/2023
ALBERT SECURITIES, LLC (SANTA BARBARA CA)
CA
02/06/2019 - 10/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
09/15/2017 - 10/03/2018
CHARLES SCHWAB & CO., INC. (LOS ANGELES CA)
MN
07/31/2002 - 05/03/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/2002 - 05/03/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jorey Blake is the right advisor for you? Invested Better is here to help.
