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LS

Lourdes E. Sanchez

BLACKROCK INVESTMENTS
Miami, FL 33131
Some features on this profile are disabled
CRD#: 3248965
LS

Professional summary

Lourdes Elizabeth Sanchez, who also goes by Lourdes Elizabeth Fisher, Lourdes Sanchez, is a registered financial professional currently at BLACKROCK INVESTMENTS, LLC located in Miami, Florida and BLACKROCK EXECUTION SERVICES located in New York, New York.

Lourdes is registered as a RR (Registered Representative) and started their career in finance in 1999. Lourdes has worked at 7 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lourdes Elizabeth Fisher | Lourdes Sanchez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lourdes Elizabeth Sanchez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 14, 2013 - Present

BLACKROCK INVESTMENTS, LLC

Office #1: 701 Brickell Ave Suite 1250, Miami, FL 33131
BD
CRD#: 38642
Miami, FL
Current

January 13, 2017 - Present

BLACKROCK EXECUTION SERVICES

Office #1: 50 Hudson Yards, New York, NY 10001
BD
CRD#: 39438
New York, NY
Past

May 2, 2007 - April 7, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

July 27, 2006 - April 27, 2007

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

December 5, 2003 - August 31, 2004

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

December 12, 2000 - December 9, 2002

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

December 7, 1999 - November 22, 2000

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/23/2017)
RR
Illinois
(12/23/2024)
RR
New York
(3/11/2013)

Exams

State Security Law Exam
RR
Series 63
Date: 10/20/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 6/23/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 12/2/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 2/11/2008
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/9/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BE
BLACKROCK EXECUTION SERVICES
BARCLAYS GLOBAL INVESTORS SERVICES | BZW GLOBAL INVESTORS SERVICES | BZW BARCLAYS GLOBAL INVESTORS SERVICES | BLACKROCK EXECUTION SERVICES

CRD#: 39438 / SEC#: , 8-48719

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
50 Hudson Yards, New York, NY 10001
Mailing Address
1 University Square Drive, Princeton, NJ 08540
Phone number
(609) 282-3046
Established
California since 08/31/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.SHAREHOLDER
DEVICO, JOSEPH GEORGEDIRECTOR2808563
HEROLD, MEREDITH LCHIEF EXECUTIVE OFFICER AND DIRECTOR4792340
MARCUS, ZACHARY SETHCHIEF FINANCIAL OFFICER AND FINOP7040433
MARO, JONATHAN MARTINDIRECTOR6476640
MEADE, CHRISTOPHER JOSEPHCHIEF LEGAL OFFICER6728448
ROHE, DOMINIKDIRECTOR3275040
ROSTA, GREGORY MATTHEWCHIEF COMPLIANCE OFFICER5193482
SKOWRONSKI, SCOTT MICHAELCHIEF OPERATING OFFICER5171257
VILLACORTA, ROLAND ESTEBANDIRECTOR2566073

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLACKROCK EXECUTION SERVICES

CRD#: 39438Miami, FL 33131

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