Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Sample is a registered investment advisor with Key Investment Services LLC. Diana has been in the financial services industry since 2015. Diana is licensed in Washington. Diana's office is located in Brooklyn, OH and she has also previously worked in Tacoma, WA. Key Investment Services LLC is an investment advisory firm that provides financial planning and portfolio management services to individuals, corporations, and other entities. The firm has approximately $1 billion to $10 billion in assets under 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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OH
02/02/2017 - Present
KEY Investment Services LLC (BROOKLYN OH)
WA
05/27/2015 - 12/16/2016
KEY INVESTMENT SERVICES LLC (TACOMA WA)
BC
Issued 04/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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