Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Rose O'Connell is an investment advisor representative at Blackrock Investment Management, LLC. Kayla has been working in the financial services industry since 2023. Kayla is registered in 55 states and holds Series 7TO, SIE and Series 66 licenses. Kayla has passed all required exams and is currently registered with FINRA and the state of Georgia. Kayla specializes in portfolio management 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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NJ
10/30/2023 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
BOTH
Issued 10/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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