Unclaimed
Samantha Chew is a registered investment advisor with Blackrock Investment Management, LLC. Samantha has been in the industry since October 2003 and holds licenses in multiple states. Her specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Samantha is registered to provide investment advisory services and has held previous roles with ALPS Distributors, Inc., PFPC Distributors, Inc., and ING Furman Selz Financial Services LLC.
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
11/01/2018 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
CA
09/09/2005 - 11/26/2010
ALPS DISTRIBUTORS, INC. (SAN FRANCISCO CA)
ME
09/24/2003 - 09/09/2005
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
NY
12/12/2001 - 05/28/2003
ING FURMAN SELZ FINANCIAL SERVICES LLC (NEW YORK NY)
BOTH
Issued 03/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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