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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Charles Schmidt is a financial advisor with over 20 years of experience in the industry. Kevin is registered with Blackrock Investment Management, LLC. Prior to joining Blackrock, Kevin was an advisor with UBS Financial Services Inc, JWH Securities, Inc, and Lord Abbett Distributor LLC. Kevin is a Series 65, 63, 24, 30, 3, and 7 licensed advisor. Kevin is also a registered Investment Advisor in California and New Jersey. Kevin specializes in providing portfolio management services for individuals, businesses, 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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2
NJ
08/07/2015 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
CA
10/18/2011 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
NJ
08/24/2006 - 09/07/2011
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
01/05/2004 - 07/03/2006
JWH SECURITIES, INC. (BOCA RATON FL)
NJ
09/27/1999 - 08/04/2003
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 08/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2003
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2003
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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