Unclaimed
Devon Christopher Osgood is a registered investment advisor representative with Blackrock Investment Management, LLC, working in the Princeton, NJ office. Devon has been in the securities industry since July 2022 and has experience in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Devon has passed the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Uniform Combined State Law Examination (Series 66).
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
10/06/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
BOTH
Issued 10/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Devon Osgood is the right advisor for you? Invested Better is here to help.