Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robins is a financial advisor with Key Investment Services LLC. James is registered with the state of Utah and holds the Series 63, Series 6TO and SIE licenses. James is based in Kamas, UT and joined Key Investment Services LLC in November 2022. James has a broad range of experience in the financial services industry.
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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UT
11/28/2022 - Present
KEY Investment Services LLC (Kamas UT)
BC
Issued 12/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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