Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlton? Claim Your ProfileCarlton Nicholas Marseille is a registered representative at Key Investment Services LLC. Carlton is registered with the state of New York and has passed the Series 63, Series 6TO and SIE exams. Carlton is a licensed professional with a focus on providing personalized financial advice. Carlton's goal is to help clients reach their financial goals by providing investment advice and guidance.
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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NY
08/10/2023 - Present
KEY Investment Services LLC (Orangeburg NY)
BC
Issued 08/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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