Unclaimed
Grant A. Einhorn is a financial advisor with Blackrock Financial Management, Inc. Grant has been in the industry since December 2003. Blackrock is a global investment manager, with offices worldwide. The firm offers a variety of investment services to a wide range of clients, including individuals, families, businesses, and institutions.
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
CA
02/02/2022 - Present
Blackrock Financial Management, Inc. (SAN FRANCISCO CA)
CA
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
04/14/2008 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
CA
11/10/2003 - 03/11/2008
E*TRADE SECURITIES LLC (SAN FRANCISCO CA)
IA
Issued 10/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Grant Einhorn is the right advisor for you? Invested Better is here to help.