Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burton? Claim Your ProfileBurton Hotz is a financial advisor who is registered with KEY Investment Services LLC. Burton's career in the financial services industry began in 1998. Burton is also registered as an Investment Advisor Representative. Burton is licensed to provide securities advice in Ohio.
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
04/23/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
06/23/2008 - 12/19/2011
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
OH
09/03/1999 - 06/11/2008
KEYBANC CAPITAL MARKETS INC. (BROOKLYN OH)
OH
04/02/1998 - 09/03/1999
KEY CLEARING CORP. (BROOKLYN OH)
BOTH
Issued 03/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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