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Blake W

Series 66

Tallahassee, FL

OSAIC

Blake Wiswell is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Wiswell Financial and has held various roles including at the University of Florida and seafood businesses. He is involved with Wiswell Financial Services, LLC, where he works as a registered representative and advisor and manages social media content related to securities. OSAIC serves a diverse client base including individual and institutional investors, offering integrated advisory and brokerage services through a large network of affiliated financial advisors and multiple platforms. The firm provides a range of investment solutions, utilizing asset-allocation tools, risk assessment questionnaires, and access to third-party managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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