Unclaimed
Noel Conneely is an Investment Advisor Representative registered with Blackrock Investment Management, LLC. Noel has been in the securities industry since 2005 and has experience in providing investment advice to a wide range of clients, including individuals, businesses, investment companies, and pooled investment vehicles. Noel holds the Series 7, Series 66, and SIE licenses. Noel is registered in 51 states, and specializes in providing investment advice in the areas of portfolio management, security selection, asset allocation, and financial planning. Previously, Noel worked at BLACKROCK FUND DISTRIBUTION COMPANY and BARCLAYS GLOBAL INVESTORS SERVICES.
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
NY
08/06/2021 - Present
Blackrock Investment Management, LLC (NewYork NY)
NJ
07/30/2008 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
NJ
04/15/2008 - 12/31/2008
BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)
NY
06/06/2005 - 02/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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