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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Lamb is a financial advisor with Blackrock Investment Management, LLC. Katherine has been in the industry since 2019. Katherine is licensed in 53 states and 2 territories and holds Series 63, Series 65, Series 7TO, and SIE licenses. Katherine is an active Investment Advisor Representative for Blackrock in both Massachusetts and New Jersey. Katherine previously worked at Natixis Distribution, LLC and other companies, where she gained experience in various financial services roles. Katherine focuses on providing advisory services for businesses, individuals, 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.
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2
MA
08/10/2023 - Present
Blackrock Investment Management, LLC (Boston MA)
MA
10/09/2019 - 06/20/2023
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
IA
Issued 08/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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