Unclaimed
Giuseppe Calabrese is a registered investment advisor representative with Key Investment Services LLC, a firm with over $1 billion to $10 billion in assets under management. Giuseppe has been in the industry since 2014 and is registered in Ohio. Giuseppe specializes in providing portfolio management for individuals and selection of other advisors. Giuseppe has a variety of experience including working with KeyBank, Geller & Company (Geller Family Office Services), and self-employment.
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.
1
2
OH
03/22/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 03/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2014
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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