Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richard Blake III is a financial advisor with Steward Partners Investment Advisory, LLC. William is also an Investment Adviser Representative. William is based in Washington, DC and has been working in the industry since 1987. William has a variety of experience in the financial services industry, including experience at Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc., and Citigroup Global Markets Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
DC
07/07/2017 - Present
Steward Partners Investment Advisory, LLC (Washington DC)
DC
03/30/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
DC
12/19/2008 - 04/04/2017
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
DC
02/18/2000 - 12/23/2008
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
05/21/1987 - 03/15/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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