Blake StitelerCRD Number: 7388996
Current Firm: Oppenheimer & Company Inc.
Blake Stiteler (CRD# 7388996) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has 1 year of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Oppenheimer & Co Inc.||Houston, TX||Nov 2021 - Current||< 1|
|Unemployed||Houston, TX||Oct 2021 - Nov 2021||< 1|
|Western & Southern Brokerage||Cincinnati, OH||Jun 2021 - Sep 2021||< 1|
|Western & Southern Life||Houston, TX||Apr 2021 - Sep 2021||< 1|
|University Of Houston Student||Houston, TX||Mar 2020 - Mar 2021||1|
|Shire Inc.||Houston, TX||Jan 2016 - Feb 2020||4|
|Student/unemployed||Houston, TX||Jan 2011 - Dec 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2021|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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