Unclaimed
Claudette Grant is an investment advisor representative with Blackrock Investment Management, LLC. Claudette is registered with the state of New Jersey and Illinois. Claudette has been in the industry since March 2016. Claudette has worked for American Funds Distributors, Inc. and RPK Capital Management, LLC. Claudette is a member of the Board of Directors of the Forest Preserve Foundation of Cook County. Claudette specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Claudette has worked in the financial services industry since 2011.
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
IL
04/06/2022 - Present
Blackrock Investment Management, LLC (CHICAGO IL)
CA
12/21/2017 - 02/15/2022
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BC
Issued 01/12/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2018
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 12/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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