Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Short is a financial advisor with Key Investment Services LLC, where Karen has been registered since January 2006. Before joining Key Investment Services, Karen worked at McDonald Investments Inc. in Englewood, OH, where she was registered from May 2004 to January 2006. Karen has been in the industry since May 2004. Karen is licensed to offer investment advice in Ohio.
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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OH
01/18/2006 - Present
KEY Investment Services LLC (HUBER HTS. OH)
OH
05/24/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (ENGLEWOOD OH)
BC
Issued 06/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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