Unclaimed
Kristen Nyrie Santerian is an investment advisor representative at Blackrock Financial Management, Inc.. Kristen holds a Series 7, Series 66 and SIE licenses. She has been in the industry since 2012. Kristen has passed 3 exams and is registered in 53 states, including Massachusetts and New York. Kristen is also registered as an investment advisor representative in Massachusetts and New York. The advisor is specialized in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Kristen is also a member at large on the board of the Armenian Cultural and Education Center, serving in an advisory capacity around priority initiatives.
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.
Guidance on pension options to ensure a secure financial future.
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
MA
08/06/2021 - Present
Blackrock Financial Management, Inc. (BOSTON MA)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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