Unclaimed
Julia Knapp is a financial advisor with Blackrock Investment Management, LLC. Julia has been in the financial industry since 2012, working previously with Raymond James & Associates, Inc. and Eagle Fund Distributors, Inc. Julia is registered with both FINRA and the State of Florida. Julia specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
02/10/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
FL
10/02/2012 - 06/02/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
06/27/2012 - 09/24/2012
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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