Unclaimed
Izalina Mosholt is a registered investment advisor representative with Blackridge Asset Management, LLC. Izalina has been in the financial services industry since 1993. Blackridge Asset Management is a firm that provides financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. Izalina has a diverse background in the financial services industry, having worked for a number of firms including UBS Financial Services Inc., Morgan Stanley, and Wachovia Securities. Izalina is registered with FINRA and is also registered with the state of New Jersey as an investment advisor representative. Izalina is committed to providing her clients with personalized financial advice and investment strategies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NJ
01/18/2022 - Present
Blackridge Asset Management, LLC (Red Bank NJ)
NJ
05/20/2015 - 01/21/2022
NATIONAL SECURITIES CORPORATION (EATONTOWN NJ)
NJ
05/02/2014 - 05/26/2015
MORGAN STANLEY (SHREWSBURY NJ)
NJ
01/31/2008 - 05/02/2014
UBS FINANCIAL SERVICES INC. (RED BANK NJ)
NJ
04/02/2007 - 02/11/2008
MORGAN STANLEY & CO., INCORPORATED (RED BANK NJ)
NJ
03/27/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RED BANK NJ)
MO
04/26/2005 - 03/09/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/21/1996 - 07/15/2003
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/22/1991 - 03/19/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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