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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parke? Claim Your ProfileParke Blundon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Parke has been working in the financial services industry since 2006. Parke has a broad range of experience, having worked for ABD Financial Services, Inc., Columbia Financial Center Incorporated and Wells Fargo Private Bank before joining Merrill Lynch. Parke holds Series 6, 7, 63, 65 and 66 licenses. Parke Blundon is registered with the Securities and Exchange Commission (SEC) and is licensed to offer investment advisory services in California and Texas. Parke is a member of the Oregon Tech Foundation, Inc. advisory board.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OR
03/24/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EUGENE OR)
CA
01/01/2007 - 01/22/2008
ABD FINANCIAL SERVICES, INC. (REDWOOD CITY CA)
OR
08/31/1998 - 09/08/2004
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
BOTH
Issued 01/12/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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