Unclaimed
Alyson Dames is an active investment advisor representative with Blackrock Investment Management, LLC. Alyson has been in the industry since 2018 and has been registered as an investment advisor representative in California and New Jersey since 2019. Before joining Blackrock Investment Management, LLC, Alyson was employed by Morgan Stanley. Alyson specializes in providing investment advice to high net worth individuals, corporations, investment companies, pooled investment vehicles, and other investment 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.
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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2
CA
08/23/2019 - Present
Blackrock Investment Management, LLC (SAN FRANCISCO CA)
NY
01/02/2018 - 06/03/2019
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 04/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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