Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Schumacker is a financial professional registered with Key Investment Services LLC. George has been in the industry since July 25th, 2024 and has passed both Series 6TO and SIE exams. George holds a Series 63 license and is licensed in Ohio. George's firm is a financial advisor with a focus on individuals and pooled investment vehicles. The firm manages over $4 billion in assets for 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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OH
07/26/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 08/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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