Unclaimed
Kaitlyn Fischer is an investment professional with over a decade of experience in the financial services industry. Kaitlyn is currently registered with Blackrock Investment Management, LLC, and has previously held positions with Allianz Global Investors Distributors LLC and UBS Financial Services Inc. Kaitlyn is a registered representative and investment advisor representative. Kaitlyn's areas of specialization include 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
08/06/2021 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
07/29/2013 - 03/20/2017
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NJ
08/11/2009 - 07/22/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 06/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kaitlyn Fischer is the right advisor for you? Invested Better is here to help.