Unclaimed
Brendon McBride is an investment professional with experience in the financial services industry. Brendon is a registered representative with Key Investment Services LLC and has held positions with the firm since 2022. Brendon has passed the Series 6TO, SIE, and Series 63 exams. Brendon is currently registered with the state of California and Colorado.
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
CO
03/10/2023 - Present
KEY Investment Services LLC (Loveland CO)
OH
08/01/2022 - 11/07/2022
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
BC
Issued 05/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brendon McBride is the right advisor for you? Invested Better is here to help.