Unclaimed
Pearl Eghosa Umoye is an investment advisor representative associated with Blackrock Investment Management, LLC. Pearl has been in the industry for 2 years and has extensive experience in the financial services field. Pearl is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 63, and Series 65 license. Pearl holds a Master of Business Administration (MBA) from the College of Saint Rose and a Bachelor of Arts from Mount Holyoke College. Prior to joining Blackrock, Pearl was an investment advisor representative with Goldman Sachs Ayco PFM.
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
06/28/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
09/23/2021 - 06/03/2022
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
02/14/2020 - 07/20/2020
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BC
Issued 12/17/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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