Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan Mac gregor Phillips is a registered investment advisor representative at Key Investment Services LLC in Ellington, CT. Duncan has been in the industry since 2023 and holds the Series 63, Series 6TO, and SIE licenses. Duncan is currently registered in Connecticut and Massachusetts. Key Investment Services LLC is a registered investment advisor with over $1 billion - $10 billion in assets under management. The firm specializes in providing portfolio management for individuals and selection of other advisors.
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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CT
08/11/2023 - Present
KEY Investment Services LLC (Ellington CT)
BC
Issued 08/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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