Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Blake has been a financial advisor for over 30 years, working with clients in Florida and across the country. Michael started his career with Johnston, Lemon & Co. Incorporated in 1988, and since then has worked with various firms like First Union Securities Financial Network, Inc., G. A. Reppele & Company, Kestra Investment Services, LLC and Lockton Investment Securities, LLC. Currently, Michael is a Registered Investment Advisor (RIA) with Creative Planning in Winter Springs, FL. As a fiduciary, Michael works to ensure that his clients’ interests come first, working to build and manage portfolios that meet their financial goals.
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.
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
FL
02/14/2022 - Present
Creative Planning (Boca Raton FL)
FL
08/28/2019 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (Boca Raton FL)
FL
03/29/2007 - 08/30/2019
KESTRA INVESTMENT SERVICES, LLC (ORALNDO FL)
FL
11/07/2002 - 03/16/2007
G. A. REPPLE & COMPANY (OVIEDO FL)
MO
12/16/1999 - 12/31/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
TX
07/23/1990 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
DC
11/04/1988 - 06/25/1990
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
NA
09/15/1986 - 10/24/1988
BAKER, WATTS & CO., INC.
NA
10/19/1983 - 10/01/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 01/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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