Unclaimed
Jennifer Ray is a registered representative and has been in the industry since 2004. Jennifer is currently associated with Key Investment Services LLC. Jennifer is licensed in Ohio and has passed the Series 7, Series 99, and SIE exams. Jennifer has experience providing financial advice to a variety of client types, including individuals, corporations, and charitable organizations. Jennifer specializes in Portfolio Management for Individuals and Selection of Other Advisers.
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
07/01/2019 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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