Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bayer is a financial advisor at Key Investment Services LLC. Brian has been in the financial services industry for over 7 years, and has experience working with a wide range of clients, including individuals, families, and small businesses. Brian has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and investment solutions.
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
PA
06/14/2024 - Present
KEY Investment Services LLC (INGOMAR PA)
NY
09/03/2019 - 06/14/2024
LPL FINANCIAL LLC (BRONX NY)
NY
10/17/2016 - 09/23/2019
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
BOTH
Issued 09/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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