Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keir? Claim Your ProfileKeir L. Wilson is a financial advisor with Key Investment Services LLC, located in Rochester, NY. Keir has been in the financial services industry since 2011, and has a strong background in securities and investments. Keir specializes in helping individuals and families achieve their financial goals, and is committed to providing personalized advice and guidance. Keir holds the Series 6 and Series 63 securities licenses, and the SIE exam.
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
09/21/2016 - Present
KEY Investment Services LLC (Rochester NY)
NY
11/16/2015 - 09/21/2016
LPL FINANCIAL LLC (ROCHESTER NY)
NY
10/01/2012 - 11/12/2015
J.P. MORGAN SECURITIES LLC (ROCHESTER NY)
NY
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
BC
Issued 08/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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