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Kate Ann Blake

Pentegra Distributors Inc.

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About Kate Ann Blake

Kate Blake is a financial advisor with over 10 years of experience in the industry. Kate is registered with the state of New York and is currently employed by Pentegra Distributors Inc. Kate is also Series 6 and Series 63 licensed, along with holding the SIE. Kate is located at the firm's office in White Plains, NY.

Firm Information

Kate Blake is currently registered with Pentegra Distributors Inc.. Pentegra Distributors Inc. is a corporation formed in May 1989. It is registered in all 50 states and the District of Columbia. The firm has 1 approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kate Blake’s Registration & Firm History

NY

10/18/2012 - Present

Pentegra Distributors Inc. (WHITE PLAINS NY)

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Licenses & Designations

BC

Issued 12/17/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kate Ann Blake.
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