Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Blake is a financial advisor at Concourse Financial Group Securities, Inc. in Brentwood, Tennessee. William has been in the financial services industry since 1999. William is registered to offer securities in Kentucky, North Carolina, Ohio, and Tennessee. William is also a Registered Representative of Concourse Financial Group Securities, Inc.. The firm has offices in multiple states. William has a total of 20,957 clients and over $4.3 billion in assets under management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
09/19/2017 - Present
Concourse Financial Group Securities, Inc. (Brentwood TN)
TN
02/03/2000 - 09/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (BRENTWOOD TN)
NY
05/30/1997 - 03/10/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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