Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Weidner is a financial advisor with Key Investment Services LLC based in BEAVERCREEK, OH. Colleen specializes in offering investment advice to individuals and managing portfolios. Colleen holds the Series 63, 6TO, and SIE licenses.
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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OH
11/28/2022 - Present
KEY Investment Services LLC (BEAVERCREEK OH)
BC
Issued 12/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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