Unclaimed
Bennion Brown is an active investment advisor representative with Key Investment Services LLC. Bennion is licensed in Utah and holds the Series 63, Series 6TO and SIE exams. Bennion has been in the industry since July 25, 2024. Key Investment Services LLC is a registered investment advisor with approximately $1 billion to $10 billion in assets under management. They provide portfolio management for individuals and selection of other advisers. Key Investment Services LLC is headquartered in Brooklyn, Ohio. The firm has been in business since 2024 and has 1098 registered representatives.
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
07/26/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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