Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sokolowski is a financial advisor with Key Investment Services LLC. He is a licensed agent in the state of Ohio and provides portfolio management services to individuals. Jeffrey Sokolowski has been working in the industry since 2019 and holds the Series 63, Series 66, and Series 7 licenses.
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
03/01/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 02/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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