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Kaitlyn Rose Battista

Blackrock Investments, LLC

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About Kaitlyn Rose Battista

Kaitlyn Battista is a registered representative with Blackrock Investments, LLC. She is licensed to sell securities in Delaware, Massachusetts, New Jersey, and New York. Kaitlyn has been in the financial services industry since May 2, 2016. She has passed the Series 63, Series 7, and SIE exams.

Firm Information

Kaitlyn Battista is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kaitlyn Battista’s Registration & Firm History

MA

05/03/2016 - Present

Blackrock Investments, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 08/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaitlyn Rose Battista.
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