Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad R. Kuhns is a registered investment advisor representative with Key Investment Services LLC. Chad has been in the securities industry since 2010 and has a Series 7, 6, 63, and 66 licenses. Chad also has a SIE license. Chad has a specialization in Financial Planning and Securities. Key Investment Services LLC is a registered investment advisor firm that provides investment advice to individuals, high-net-worth individuals, corporations, businesses, and retirement plans. The firm manages approximately $4.2 billion in assets.
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
02/22/2017 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 02/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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