Unclaimed
Geoffrey Sirhal is an active investment advisor representative with Blackrock Financial Management, Inc. based in NEW YORK, NY. Geoffrey Sirhal has been in the industry since June 2006 and has a broad range of experience. Geoffrey Sirhal holds Series 65, Series 66, and Series 7 licenses and is registered in 51 states.
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
05/26/2016 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
NY
06/05/2006 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 08/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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