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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Blake is a financial advisor with Mariner Wealth Advisors, based in Highlands Ranch, Colorado. Matthew has been in the industry since 1998 and has a strong track record of providing financial advice to individuals, families, and businesses. He is registered as a Registered Investment Advisor (RIA) in Colorado. Matthew has a broad range of experience, having previously worked for Charles Schwab & Co., Inc., Prudential Securities Incorporated, and Jackson National Life Distributors, Inc. In addition to his experience, Matthew is also a highly qualified professional, holding the Series 7, Series 10, Series 9, and Series 63 licenses, as well as the Series 65 license. His commitment to providing personalized financial advice has earned him a reputation as a trusted and reliable advisor.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
CO
04/25/2023 - Present
Mariner Wealth (Highlands Ranch CO)
TN
11/21/2003 - 09/19/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
TX
09/23/1999 - 11/06/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/06/1998 - 08/24/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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