Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Lynn Prioletti is a registered investment advisor representative with Key Investment Services LLC, with 18 years in the financial services industry. Cynthia has a series 66, series 7 and SIE license and is registered to provide investment advice in Florida, Indiana and Ohio. Cynthia also holds an active registration as an Investment Advisor Representative in Ohio. Cynthia has worked for Key Investment Services LLC since January 2006. Previous to that, Cynthia worked for McDonald Investments Inc. Cynthia’s primary responsibility at Key Investment Services LLC is to advise individuals and corporations on financial planning and portfolio management.
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
11/09/2016 - Present
KEY Investment Services LLC (STRONGSVILLE OH)
OH
02/19/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (STRONGSVILLE OH)
BOTH
Issued 04/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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