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 over 35 years of experience in the industry. William is currently registered with Steward Partners Investment Advisory, LLC. William has previously worked with Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is a Series 63, 65, 7, 31 and SIE licensed professional. William has experience with a wide range of investment products and services, including financial planning, portfolio management for individuals, and selection of other advisors.
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.
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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 12/6/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 5/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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