Blaklee Wolfe (CRD# 6299808) is an Investment Advisor Representative working at Credit Union Investment Services in Plymouth, NC and has over 3 years of experience in the finance industry.
CRD# 6253130
Edward Jones
CRD# 1303831
Edward Jones
CRD# 1248913
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Employees' Credit Union | Plymouth, NC | Sep 2023 - Current | < 1 |
| Secu Life Insurance Company | Raleigh, NC | Sep 2023 - Current | < 1 |
| Secu Brokerage Services | Raleigh, NC | Sep 2023 - Current | < 1 |
| Credit Union Investment Services | Raleigh, NC | Sep 2023 - Current | < 1 |
| Capital Investment Group Inc. | Raleigh, NC | Jun 2019 - Sep 2023 | 4 |
| Sherry Wolfe Capital Investments | Washington, NC | Jan 2019 - Sep 2023 | 4 |
| Bellevue Animal Hospital | Bellevue, WA | Mar 2018 - Jan 2019 | < 1 |
| Wells Fargo | Canyon Park, WA | Oct 2016 - Mar 2018 | 1 |
| Wells Fargo | Belhaven, NC | Mar 2016 - Oct 2016 | < 1 |
| First South Bank | Chocowinity, NC | Jul 2015 - Mar 2016 | < 1 |
| Sherry Wolfe Capital Investments | Washington, NC | Nov 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.