Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Charles Kezer is a registered representative with Key Investment Services LLC. Joshua has been in the securities industry since October 21, 2016 and is currently registered with the state of Maine. Joshua has passed the Series 6, 7, 63, and 66 exams, as well as the SIE exam. Joshua has held previous positions with Keybank and Key Investment Services LLC. Joshua specializes in providing investment advice to high-net-worth individuals, corporations, and pension plans.
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
09/02/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
ME
12/09/2014 - 10/16/2020
KEY INVESTMENT SERVICES LLC (BANGOR ME)
BOTH
Issued 01/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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