Unclaimed
Joseph Picarello is a registered representative with Blackrock Investment Management, LLC. Joseph is also a registered investment advisor representative in New Jersey. Joseph has been in the industry since 2015 and previously held positions at PFS INVESTMENTS INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and ALEXANDER CAPITAL, L.P.. Joseph holds Series 63, Series 65, Series 7, and SIE licenses. Joseph is a registered representative for Blackrock Investment Management, LLC in the Princeton, NJ branch office. Blackrock Investment Management, LLC is a registered investment advisor with the SEC. Joseph has extensive experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Joseph also provides selection of other advisers services.
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.
1
2
NJ
04/17/2023 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NJ
03/04/2022 - 08/19/2022
PFS INVESTMENTS INC. (RED BANK NJ)
NY
07/03/2018 - 12/22/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NJ
01/24/2018 - 06/29/2018
PFS INVESTMENTS INC. (MORGANVILLE NJ)
NJ
09/10/2015 - 01/29/2016
ALEXANDER CAPITAL, L.P. (RED BANK NJ)
IA
Issued 07/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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