Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Itzel? Claim Your ProfileItzel Lopez hernandez is a financial professional who is registered in Oregon. Itzel Lopez hernandez is associated with Key Investment Services LLC, a firm based in Brooklyn, Ohio, that has been in operation for over 10 years. Itzel Lopez hernandez has been in the financial services industry since December 2022. Itzel Lopez hernandez offers portfolio management services to individuals. Key Investment Services LLC manages assets for individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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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OR
12/02/2022 - Present
KEY Investment Services LLC (Woodburn OR)
BC
Issued 12/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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