Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid L Jaeger is an investment advisor representative with Key Investment Services LLC. David is also a registered investment advisor. David has been in the securities industry since 2010. David is registered in Connecticut and has series 6, 7TO, 63, and 65 licenses. David is active in the securities and investment advisory industries. David previously worked at People's Securities, Inc. David also serves as a commissioner for the Norwalk Transit District, a volunteer position.
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
06/21/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
CT
06/04/2010 - 10/18/2021
PEOPLE'S SECURITIES, INC. (COS COB CT)
IA
Issued 05/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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