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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly L Apple is an active investment advisor representative with Blackrock Investment Management, LLC, in Princeton, NJ. Kelly L Apple has been in the industry since 2003 and has experience with a wide range of clients, including high-net-worth individuals, corporations, and investment companies. Kelly L Apple has a strong track record of success in providing investment advice and managing portfolios. Kelly L Apple holds the Series 6, 7, 24, 63, and 65 licenses.
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
NJ
07/18/2013 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
IL
04/16/2010 - 11/16/2012
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
TX
08/26/2003 - 04/12/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 07/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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