Unclaimed
Federico Moncaleano marulanda is a financial advisor who has been in the industry since 2013. Federico is currently registered with Blackrock Investment Management, LLC and has a Series 63, Series 7, Series 24 and SIE licenses. Federico provides advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Federico is also a Chartered Financial Analyst (CFA).
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
NY
07/27/2023 - Present
Blackrock Investment Management, LLC (New York NY)
BC
Issued 10/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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