Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carissa? Claim Your ProfileCarissa Lynn Leone is a financial professional with over 8 years of experience in the industry. Carissa Lynn Leone is currently registered with Key Investment Services LLC, a firm with over 950 licensed agents and approximately $1 billion to $10 billion in assets under management. Key Investment Services LLC provides portfolio management for individuals and selection of other advisors. Prior to joining Key Investment Services LLC, Carissa Lynn Leone was registered with M&T Securities, Inc.
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.
1
2
OH
02/19/2020 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
07/10/2015 - 05/18/2018
KEY INVESTMENT SERVICES LLC (LOCKPORT NY)
NY
10/11/2013 - 05/01/2015
M&T SECURITIES, INC. (CORFU NY)
BC
Issued 05/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carissa Leone is the right advisor for you? Invested Better is here to help.
