Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Periana is a financial advisor with Key Investment Services LLC, with her main office in Brooklyn, OH. Heather is registered as a broker-dealer and an investment advisor representative. Heather obtained her Series 7, Series 66, and SIE licenses. Heather has been in the financial services industry since 2006. Heather's specialties include portfolio management for individuals and selection of other advisors. Key Investment Services LLC manages over $4.1 billion in assets for 26,437 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
06/19/2017 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 06/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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