Unclaimed
Kimberly Decena is a financial advisor at Blackrock Investment Management, LLC. Kimberly is a registered representative and investment advisor representative. Kimberly has been in the industry since 2016. Kimberly holds the Series 66, SIE and Series 7 licenses. Kimberly specializes in providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Kimberly is registered in 53 states.
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
08/11/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
MA
03/24/2021 - 06/29/2022
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
07/24/2017 - 03/26/2021
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
CT
04/08/2016 - 06/02/2017
EDWARD JONES (WETHERSFIELD CT)
BOTH
Issued 05/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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