Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Margaret Lepage is a financial advisor who has been active in the industry since February 2021. Jenna is a registered representative with Key Investment Services LLC and holds the Series 66, Series 7TO and SIE licenses. Jenna's firm, Key Investment Services LLC, is a large financial advisory firm with over $1 billion in assets under management. Key Investment Services LLC provides investment advisory services to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jenna focuses on providing portfolio management services to her clients. Jenna is licensed to provide investment advice in 33 states.
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
02/26/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 02/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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