Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Crowl is a financial advisor with Key Investment Services LLC. Douglas is a registered representative with 12 years of experience in the industry. Douglas works in the Mentor, OH branch of Key Investment Services LLC. Douglas has passed the SIE, Series 7 and Series 63 exams for securities and the Series 65 exam for investment advisor licenses. Douglas has been registered as a securities broker for 10 years and investment advisor representative for 13 years.
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
09/08/2023 - Present
KEY Investment Services LLC (MENTOR OH)
OH
05/21/2013 - 07/14/2023
PNC INVESTMENTS (EUCLID OH)
OH
05/21/2010 - 11/30/2011
EDWARD JONES (MADISON OH)
BC
Issued 06/02/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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