Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Marable is an investment advisor representative at Key Investment Services LLC. Jon is a registered investment advisor in 14 states and holds both Series 66 and Series 63 licenses. Jon has been in the industry since 2015. Key Investment Services LLC is a registered investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors.
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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NY
02/12/2024 - Present
KEY Investment Services LLC (GUILDERLAND NY)
BOTH
Issued 02/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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