Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Markoski is a financial advisor with Key Investment Services LLC. Kathleen has been in the industry since 2007 and holds the Series 6, 7TO, and SIE licenses. She is registered to provide investment advice in Ohio. Kathleen has experience working with individuals, high net worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and individuals other than high net worth.
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
07/11/2008 - Present
KEY Investment Services LLC (CANTON OH)
OH
04/04/2007 - 07/07/2008
NATCITY INVESTMENTS, INC. (CANTON OH)
BC
Issued 04/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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