Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claens? Claim Your ProfileClaens Bon is an investment advisor representative with KEY Investment Services LLC. Claens has been in the financial services industry since 2016 and has experience with both individual and institutional clients. Claens holds multiple licenses including Series 6, 7, 63 and 66.
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
CT
09/08/2022 - Present
KEY Investment Services LLC (Wallingford CT)
CT
08/06/2021 - 10/03/2022
CHARLES SCHWAB & CO., INC. (West Hartford CT)
CT
11/30/2016 - 06/25/2021
KEY INVESTMENT SERVICES LLC (NORTH BRANFORD CT)
CT
07/06/2016 - 10/20/2016
INFINEX INVESTMENTS, INC. (Southington CT)
BOTH
Issued 03/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Claens Bon is the right advisor for you? Invested Better is here to help.
