Unclaimed
Katlin Mongelluzzo is a financial advisor with Blackrock Investments, LLC. Katlin has been in the securities industry since October 30, 2007. Katlin holds the Series 7, Series 63 and SIE licenses. Katlin is registered to sell securities in Delaware, New York and Pennsylvania.
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.
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.
1
2
PA
10/30/2007 - Present
Blackrock Investments, LLC (PHILADELPHIA PA)
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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