Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Ellis D'agostino is a financial advisor who has been in the industry since 2008. Kristian is currently registered with Blackrock Investment Management, LLC in both New Jersey and New York. Prior to joining Blackrock, Kristian worked at PIMCO INVESTMENTS LLC and OppenheimerFunds Distributor, Inc. Kristian has a wide range of experience in the financial industry, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kristian holds several licenses and certifications, including Series 7, Series 63, Series 65, and Series 66. Kristian is also a Registered Representative of FINRA.
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
08/06/2021 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
03/04/2011 - 02/12/2016
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
08/15/2008 - 03/02/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
07/02/2007 - 09/11/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WALL TOWNSHIP NJ)
NJ
02/16/2007 - 02/28/2007
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)
IA
Issued 03/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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