Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kincanon is a financial advisor with Key Investment Services LLC, a firm that manages assets between $1 billion and $10 billion. Brian has been in the financial industry since December 2007 and is registered in 29 states. Brian has expertise in investment management and is licensed to provide investment advice to individuals and institutions. Brian holds the Series 6, 7, and 66 licenses as well as the SIE exam.
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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OH
02/01/2017 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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