Unclaimed
Gary Richard Linn is a financial advisor who has been in the industry since 1998. Gary is currently registered with Key Investment Services LLC, located in Brooklyn, Ohio. Gary has been with Key Investment Services since January 2006. Prior to this role, Gary was a financial advisor for McDonald Investments Inc. and Lutheran Brotherhood Securities Corp.
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
01/09/2006 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
08/04/2000 - 01/04/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MN
09/08/1995 - 11/20/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 04/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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