Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Zwiebel is a registered investment advisor representative with Blackrock Fund Advisors. Kelsey has been in the industry since 2002 and holds Series 7, 31 and 66 licenses. Previously, Kelsey worked at BLACKROCK FUND DISTRIBUTION COMPANY, BARCLAYS GLOBAL INVESTORS SERVICES and MORGAN STANLEY DW INC. Kelsey specializes in portfolio management for investment companies, pooled investment vehicles and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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CA
01/05/2007 - Present
Blackrock Fund Advisors (SAN FRANCISCO CA)
CA
07/31/2008 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
01/05/2007 - 12/31/2008
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
CA
09/09/2002 - 10/26/2006
MORGAN STANLEY DW INC. (OAKLAND CA)
BOTH
Issued 09/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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