Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Alan Kaufman is a financial advisor with Blackrock Investment Management, LLC. Joshua has been in the securities industry since 2011. Joshua has a Series 66, Series 7 and SIE license. Joshua is registered in 34 states for both Broker-Dealer and Investment Advisor activities.
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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NJ
09/15/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
BOTH
Issued 12/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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