Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eagan is a registered representative with Key Investment Services LLC. James has been working in the financial services industry since April 5, 2012. James has 1 approved state registration. James also has 1 FINRA registration and 1 approved SRO registration. Key Investment Services LLC is a registered investment advisor with the SEC and has offices in Brooklyn, Ohio and West Springfield, Massachusetts. Key Investment Services LLC specializes in providing portfolio management services to individuals and 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.
1
2
MA
01/26/2017 - Present
KEY Investment Services LLC (WEST SPRINGFIELD MA)
CT
04/06/2012 - 09/21/2016
LPL FINANCIAL LLC (MANCHESTER CT)
BOTH
Issued 01/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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