Unclaimed
Amanda Loiodice is an investment advisor representative at Key Investment Services LLC. Amanda has been in the securities industry for over 5 years and is licensed to conduct business in New York. Amanda holds a Series 63 license and is a Registered Representative. Amanda is also a registered investment advisor in New York. Amanda has a strong background in financial services and is committed to providing her clients with the highest level of service.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/13/2024 - Present
KEY Investment Services LLC (Marcellus NY)
BOTH
Issued 05/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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