Unclaimed
Carl Jason Quaglia is an investment advisor representative with Blackrock Investment Management, LLC. Carl is a registered investment advisor representative in New Jersey and is licensed to provide investment advice in all 50 states. Carl has been active in the securities industry since 2007 and has a Series 66, Series 7, and SIE license. Carl Jason Quaglia specializes in providing investment advice to a variety of clients, including individuals, corporations, investment companies, and pooled investment vehicles.
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.
1
2
NJ
11/07/2007 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
BOTH
Issued 11/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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