Unclaimed
Denise Kowalski is a registered representative with Key Investment Services LLC. Denise has been in the industry since July 15, 2012. Denise is licensed in Indiana and Ohio. Key Investment Services LLC is a firm based in Brooklyn, Ohio. The firm manages between $1 billion and $10 billion in assets and has over 26,000 clients.
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
09/11/2014 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 11/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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