Unclaimed
Barbara Decorse is a financial advisor who has been working in the industry since April 2009. Barbara is registered with Key Investment Services LLC and provides financial advice to individuals, corporations, and other businesses. Barbara is licensed in New York. Barbara's specialties include financial planning, investment management and investment company products and services.
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.
1
2
NY
03/26/2021 - Present
KEY Investment Services LLC (Williamsville NY)
BOTH
Issued 09/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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