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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Theresa Scharschmidt is a registered investment advisor representative with Blackrock Investment Management, LLC. Kerry Scharschmidt has been in the securities industry since 2005. Kerry Scharschmidt has a Series 6, Series 7, Series 63 and Series 65 licenses and has passed the SIE exam. Kerry Scharschmidt has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Neuberger Berman Management Inc. before joining Blackrock Investment Management, LLC.
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
11/05/2008 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NJ
08/09/2005 - 10/05/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NY
07/21/2003 - 07/22/2005
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
IA
Issued 10/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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