Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Robert is a financial professional with Key Investment Services LLC, a firm with over $1 billion to $10 billion in assets under management. Carlos Robert has been in the financial industry since July 2014 and has expertise in the following areas: portfolio management for individuals and selection of other advisers.
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
08/02/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 08/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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