Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khari? Claim Your ProfileKhari Edward Smith is an Investment Advisor Representative at Blackrock Investment Management, LLC. Khari has been in the financial services industry since 2000. Khari has experience with a variety of firms, including Nuveen Securities, LLC, AQR Investments, LLC, ALPS Distributors, Inc., Wells Fargo Advisors, LLC, Nationwide Investment Services Corporation, Northern Trust Securities, Inc., Phoenix Equity Planning Corporation, and Safeco Securities, Inc. Khari specializes in portfolio management 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
NY
06/01/2023 - Present
Blackrock Investment Management, LLC (New York NY)
NC
11/19/2020 - 02/22/2023
NUVEEN SECURITIES, LLC (CHARLOTTE NC)
CT
01/02/2019 - 10/19/2020
AQR INVESTMENTS, LLC (Greenwich CT)
CO
11/10/2014 - 12/31/2018
ALPS DISTRIBUTORS, INC. (DENVER CO)
NC
12/03/2012 - 10/21/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
OH
07/15/2010 - 09/10/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
09/13/2006 - 06/22/2010
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
CT
05/17/2005 - 08/14/2006
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
08/13/2001 - 05/24/2005
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
WA
12/19/2000 - 07/09/2001
SAFECO SECURITIES, INC. (BELLEVUE WA)
IA
Issued 01/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 3 - National Commodity Futures Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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