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 is a financial advisor with Raymond James Financial Services Advisors, Inc. Michael Blake has been in the financial industry since 1995. Michael Blake has a Series 63 and a Series 65 license. Michael Blake has been registered with the Securities and Exchange Commission (SEC) since 2020. Michael Blake has worked for several firms, including FIRST WESTERN ADVISORS, Wilson-Davis & Co., Inc., Investment Management Corporation, Zions Investment Securities, Inc., and Fidelity Brokerage Services, Inc. Michael Blake has worked in the state of Utah since 2007. Michael Blake is registered in several states, including Arizona, California, Colorado, New Jersey, North Carolina, Oregon and Utah. Michael Blake also provides advisory services for retirement planning, portfolio management, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
03/05/2020 - Present
Raymond James Financial Services Advisors, Inc. (HOLLADAY UT)
UT
09/22/2011 - 12/31/2019
FIRST WESTERN ADVISORS (HOLLADAY UT)
UT
12/11/2007 - 09/09/2011
WILSON-DAVIS & CO., INC. (SALT LAKE CITY UT)
UT
11/15/2006 - 10/01/2007
INVESTMENT MANAGEMENT CORPORATION (BOUNTIFUL UT)
UT
05/02/1997 - 10/06/2005
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
RI
09/27/1995 - 04/15/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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