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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Kirkpatrick O'Mara is an investment advisor representative with Blackrock Investment Management, LLC, a firm managing over $458 billion in assets. Katie Kirkpatrick O'Mara has been in the industry since 2010 and holds the Series 63, 66, 7, 24 and SIE exams. Katie Kirkpatrick O'Mara's office is located in Princeton, NJ.
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
11/19/2010 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
BC
Issued 08/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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