Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blake is a financial advisor with over 14 years of experience in the financial industry. Robert is currently registered with Equity Services, Inc. and has been with the firm since January 2021. Robert has held previous registrations with Bankers Life Securities, Inc., ProEquities, Inc. and UVEST Financial Services Group, Inc. Robert holds Series 63, Series 66, Series 7, and SIE licenses. Robert is a licensed agent in Georgia, Illinois, Indiana, Maine, North Carolina, Pennsylvania, South Carolina, Tennessee, and Texas. Robert offers financial planning, pension consulting, and portfolio management for individuals. Robert provides services to individuals, corporations or other businesses, investment companies, charitable organizations, and pension and profit sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/26/2021 - Present
Equity Services, Inc. (LEXINGTON SC)
SC
05/26/2016 - 01/27/2021
BANKERS LIFE SECURITIES, INC. (COLUMBIA SC)
SC
05/25/2010 - 05/26/2016
PROEQUITIES, INC. (COLUMBIA SC)
SC
09/18/2007 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (COLUMBIA SC)
BOTH
Issued 05/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Blake is the right advisor for you? Invested Better is here to help.
