Unclaimed
Santpal Singh is an investment advisor representative with Blackrock Investment Management, LLC. Santpal has been in the financial services industry for over 10 years and is registered in 53 states and the District of Columbia. Santpal specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Prior to joining Blackrock, Santpal was employed with American Funds and Vanguard Marketing Corporation.
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
CA
01/11/2018 - Present
Blackrock Investment Management, LLC (San Francisco CA)
IN
04/13/2015 - 11/02/2017
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
AZ
08/02/2012 - 10/28/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 11/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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