Unclaimed
Lindsay Deraris is a financial advisor with Blackrock Investment Management, LLC. Lindsay has been in the industry for 10 years and holds a Series 66 license. Lindsay has also passed the Series 3, SIE, and Series 7 exams. Lindsay is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Lindsay is also a member of the Board of Directors for the McCarton Foundation. The McCarton Foundation is a non-profit organization that supports early intervention for children with developmental delays.
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
08/04/2011 - 10/24/2014
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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