Unclaimed
Nivan Jaleeli is a financial advisor with Blackrock Investment Management, LLC, located in Princeton, NJ. Nivan has been in the financial services industry since December 7, 1997. Nivan is registered as a Broker-Dealer (BC) and Investment Advisor Representative (IA) in multiple states. Nivan specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
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
NJ
06/09/2016 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NJ
02/24/2009 - 04/30/2014
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
TN
01/03/2008 - 12/01/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NY
02/24/2003 - 12/21/2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
GA
01/13/1999 - 02/18/2003
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
AZ
05/28/1998 - 01/01/1999
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
OH
07/07/1997 - 04/15/1998
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
IA
Issued 06/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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