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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Clay Blake is an investment advisor representative currently associated with LPL Financial LLC. Marshall's background spans over two decades, including previous roles at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MORGAN STANLEY DW INC. Marshall holds several industry licenses including Series 7, Series 31, and Series 63. Marshall is registered in Alabama, Arkansas, Florida, Georgia, Louisiana and Mississippi. Marshall's expertise includes investment advising, financial planning, and consulting.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
07/18/2018 - Present
LPL Financial LLC (MOBILE AL)
AL
09/03/2004 - 07/17/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MOBILE AL)
NY
03/16/1999 - 09/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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