Unclaimed
Marina Destefanis is a registered investment advisor representative with BlackRock Investment Management, LLC. Marina has been in the securities industry since 2018, and has held previous positions at John Hancock Distributors LLC and Signator Investors, Inc. Marina holds the Series 7, Series 63, and Series 65 licenses. Marina's current registrations include Massachusetts and New Jersey. Marina specializes in providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Marina's firm, BlackRock Investment Management, LLC manages over $458 billion in assets for a variety of clients including individuals, corporations, insurance companies, and investment companies. BlackRock offers a range of services including portfolio management, financial planning and selection of other advisors.
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.
1
2
MA
10/04/2024 - Present
Blackrock Investment Management, LLC (Boston MA)
MA
10/30/2018 - 11/29/2018
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
01/29/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH BOSTON MA)
IA
Issued 08/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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