Unclaimed
Kevin Madera is an investment advisor representative with Blackrock Investment Management, LLC. Kevin Madera has been in the financial services industry since December 4, 2013. Kevin Madera has a Series 63, Series 7, Series 6 and Series 65 licenses and has passed the Securities Industry Essentials Exam (SIE). Kevin Madera is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative and is also registered with the states of New Jersey and New York as an investment advisor representative. Kevin Madera specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Kevin Madera also provides selection of other advisors services.
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.
1
2
NJ
01/28/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
MA
11/28/2016 - 04/17/2017
ASCENSUS BROKER DEALER SERVICES, INC. (NEWTON MA)
NJ
06/26/2015 - 10/19/2016
PNC INVESTMENTS (WOODLAND PARK NJ)
NJ
10/10/2013 - 06/15/2015
WELLS FARGO ADVISORS, LLC (HOBOKEN NJ)
IA
Issued 06/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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