Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Weigel is a financial advisor with Key Investment Services LLC. Brian is a registered representative with 51 state securities licenses and is licensed to provide investment advisory services in Ohio. Brian has a Series 6, 7, 63, and 66, and a SIE license. Brian has been in the securities industry since August 19, 2013. Previous firms that Brian has worked for include The Huntington Investment Company, Citizens Securities, Inc., and Allstate Financial Services, LLC. Brian's firm, Key Investment Services LLC, has approximately $1 billion - $10 billion in assets under management. Key Investment Services LLC provides investment advisory services to individuals, corporations, charitable organizations, pension and profit sharing plans, and other business entities.
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
12/03/2019 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
03/16/2017 - 05/01/2018
ALLSTATE FINANCIAL SERVICES, LLC (CORTLAND OH)
OH
06/05/2015 - 03/13/2017
CITIZENS SECURITIES, INC. (BOARDMAN OH)
OH
07/19/2013 - 05/11/2015
THE HUNTINGTON INVESTMENT COMPANY (BOARDMAN OH)
BOTH
Issued 12/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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