Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Irene Cox is a financial advisor with Key Investment Services LLC in Poughkeepsie, NY. Kaitlin has been in the financial industry since 2021. Kaitlin is licensed to provide financial advice in New York. Kaitlin has passed the Series 63, Series 6TO and SIE exams. Kaitlin previously worked for LPL Financial LLC in Chester, NY. Key Investment Services LLC is an SEC-registered investment advisor headquartered in Brooklyn, OH. The firm manages over $4 billion in assets and specializes in providing financial advisory services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses.
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
04/03/2023 - Present
KEY Investment Services LLC (Poughkeepsie NY)
NY
06/17/2021 - 03/23/2022
LPL FINANCIAL LLC (CHESTER NY)
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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