Unclaimed
Jason Robinson is a registered investment advisor representative at Key Investment Services LLC. Jason has been in the industry since 2017. Jason currently holds Series 6, 7TO, and 66 licenses. Jason has a branch office location in Brooklyn, Ohio. Key Investment Services LLC is a firm that specializes in providing financial services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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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2
OH
06/21/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
WA
08/31/2017 - 02/28/2022
KEY INVESTMENT SERVICES LLC (Moses Lake WA)
BOTH
Issued 06/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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