Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Meliza is a registered Investment Advisor Representative with Key Investment Services LLC. Anna has been in the financial services industry since 2012. Anna is licensed to provide investment advice in 16 states, including Alaska, Arizona, California, Florida, Kentucky, Massachusetts, Nevada, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas and Washington. Anna is also registered with FINRA as a Registered Representative. Anna has passed the Series 6, 7 and 65 exams.
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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OH
12/07/2018 - Present
KEY Investment Services LLC (BROOKLYN OH)
IA
Issued 12/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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