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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 Rafferty is an active investment advisor representative with Blackrock Investment Management, LLC. Kevin has been in the industry since November 2, 2012, and has held previous positions with firms such as LPL Financial LLC and Guggenheim Funds Distributors, LLC. Kevin holds the Series 7, 63, 65, 99TO, and SIE exams, and is registered in 53 states. Kevin is a specialist in providing investment advice to individuals, corporations, businesses, investment companies, and pooled investment vehicles. Kevin's firm has over $1 billion in assets under management.
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
09/03/2024 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
IL
10/26/2023 - 06/18/2024
FORESIDE FUND SERVICES, LLC (Lisle IL)
SC
10/25/2022 - 06/30/2023
LPL FINANCIAL LLC (FORT MILL SC)
IL
05/16/2014 - 06/21/2022
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
IL
01/02/2014 - 05/09/2014
SUNGARD BROKERAGE & SECURITIES SERVICES LLC (GENEVA IL)
IL
12/14/2011 - 12/31/2013
SUNGARD INSTITUTIONAL BROKERAGE INC. (GENEVA IL)
IA
Issued 08/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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