Unclaimed
Izumi Uetsuki Mason has been working in the financial services industry since 2004. Izumi Uetsuki Mason is currently registered as a Registered Representative with Blackrock Investment Management, LLC. Blackrock Investment Management, LLC has offices in Princeton, NJ, and provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Izumi Uetsuki Mason has previously worked for BLACKROCK INVESTMENTS, INC., FAM DISTRIBUTORS, INC., AMERIPRISE FINANCIAL SERVICES, INC. and IDS LIFE INSURANCE COMPANY. Izumi Uetsuki Mason has passed the SIE, Series 7 and Series 66 exams and is licensed in New Jersey and New York.
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
NJ
01/17/2014 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
09/29/2006 - 11/10/2008
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
12/21/2005 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
MN
04/21/2004 - 01/09/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/21/2004 - 01/09/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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