Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Valentine is an investment advisor representative with Key Investment Services LLC. Amy has been in the industry since 2016 and holds a Series 7, Series 63, and SIE licenses. Previously, Amy worked at LPL FINANCIAL LLC and Ameriprise Financial Services, Inc. Amy specializes in providing investment advisory services for high net worth individuals, charitable organizations, corporations, and other businesses. Amy is registered in the state of Ohio.
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
OH
10/23/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
11/05/2018 - 01/23/2023
LPL FINANCIAL LLC (BRECKSVILLE OH)
OH
04/29/2015 - 11/06/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Fairlawn OH)
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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