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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Montreuil is a financial advisor with Key Investment Services LLC. Benjamin has been in the financial services industry for over 8 years. Benjamin holds the Series 6, 7, and 66 licenses and the SIE exam. Benjamin is also a Certified Financial Planner. Key Investment Services LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides investment advisory services to individuals, corporations, and other entities. The firm has approximately $1 billion to $10 billion in assets under management. Benjamin has experience working with clients in various sectors, including high-net-worth individuals, corporations, and charitable organizations. Benjamin is a member of the U.S. Army Reserve and serves as a Sargent. Benjamin's experience in the financial services industry and the military gives him a unique perspective on financial planning.
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
11/03/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
06/09/2021 - 11/10/2022
LPL FINANCIAL LLC (BROCKPORT NY)
NY
04/20/2020 - 06/09/2021
M&T SECURITIES, INC. (HILTON NY)
NY
04/04/2018 - 10/14/2019
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
03/20/2015 - 03/05/2018
AXA ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 04/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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