Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Walsh is a registered investment advisor representative at Blackrock Investment Management, LLC. Frances has been in the industry since February 2019. Frances is registered with the states of Massachusetts and New Jersey. Frances holds the Series 66, Series 7TO, and SIE licenses.
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
MA
05/07/2019 - Present
Blackrock Investment Management, LLC (Boston MA)
BOTH
Issued 05/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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