Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Manzo is an investment advisor representative at Key Investment Services LLC, a firm registered with the Securities and Exchange Commission (SEC). Jaime is licensed in Washington, Oregon, Alaska, California, Georgia, Idaho, Michigan, Missouri, Montana, New Hampshire, New Jersey, North Dakota, Pennsylvania, and Virginia. Jaime has been in the securities industry since 2012 and has been with Key Investment Services LLC since 2015.
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
08/13/2019 - Present
KEY Investment Services LLC (BROOKLYN OH)
CA
08/06/2012 - 03/24/2015
WELLS FARGO ADVISORS, LLC (PALMDALE CA)
BOTH
Issued 08/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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