Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gershman is a financial advisor at Key Investment Services LLC, an established firm that manages over $1 billion in assets. Brian has been in the industry since 2014 and specializes in providing financial advice to a wide range of clients. He is licensed and registered in Pennsylvania. Brian's experience spans various investment areas, including individual and pooled investment vehicles. Key Investment Services LLC offers a range of advisory services, including selection of other advisors and portfolio management for individuals.
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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PA
09/21/2016 - Present
KEY Investment Services LLC (LANSDALE PA)
PA
03/08/2014 - 09/21/2016
LPL FINANCIAL LLC (LANSDALE PA)
BC
Issued 04/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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