Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Lorrell Smith is an investment advisor representative with Blackrock Investment Management, LLC. Alexis has been in the industry since 2021. Alexis is registered with the state of New Jersey and Pennsylvania. Alexis is series 66, Series 7 and SIE licensed. Alexis has previously worked at Accenture, Pennsylvania State University, Burlington Stores, La Jolie Salon & Spa and BlackRock Investments LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
01/01/2023 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
BOTH
Issued 12/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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