Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Lynn Schuler is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. Carol Lynn has over 24 years of experience in the financial services industry. Carol Lynn has a strong background in investments and is committed to providing her clients with personalized financial advice.
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
10/06/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
08/07/2008 - 10/07/2009
INFINEX INVESTMENTS, INC. (COLUMBUS OH)
OH
01/09/2006 - 08/06/2008
GREAT AMERICAN ADVISORS, INC. (COLUMBUS OH)
OH
11/26/2002 - 11/11/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IL
07/03/1997 - 11/11/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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