Unclaimed
Jennie Beaudin is a financial advisor at Key Investment Services LLC. Jennie has been in the industry since 2013 and has a Series 6 and Series 63 license. She is currently registered in Washington. Jennie specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Her clients are primarily located in the United States. Jennie Beaudin's firm, Key Investment Services LLC, is a registered investment advisor with a strong reputation in the industry. They are committed to providing their clients with personalized financial advice and investment management services.
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
04/01/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
WA
05/31/2013 - 05/04/2021
KEY INVESTMENT SERVICES LLC (YELM WA)
BC
Issued 08/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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