Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dev? Claim Your ProfileDev Dinesh Shah is a registered investment advisor representative with Blackrock Financial Management, Inc. Dev has been in the securities industry for over 20 years. Dev has a wide range of experience, including working with insurance companies, investment companies, charitable organizations, and high-net-worth individuals. Dev specializes in portfolio management, pension consulting, and selection of other 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.
Guidance on pension options to ensure a secure financial future.
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
NY
02/03/2022 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
MN
01/02/2009 - 05/27/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/04/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
GA
04/08/2002 - 05/25/2007
RYDEX DISTRIBUTORS, INC. (ATLANTA GA)
NY
07/13/1999 - 04/01/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/18/1998 - 05/21/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 04/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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