Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Lane is a financial advisor with Key Investment Services LLC based in Brooklyn, Ohio. Gina has over 10 years of experience in the financial industry. Gina holds the Series 6, 7, 63, 99TO and SIE licenses. Gina specializes in providing investment advice and portfolio management services to individuals and other investment advisers.
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
01/25/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
12/01/2021 - 01/21/2022
MORGAN STANLEY (Pepper Pike OH)
OH
12/17/2012 - 11/19/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
07/01/2019 - 04/09/2021
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 01/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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