Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Ann Ritz is a financial advisor working for Key Investment Services LLC, based in Vermilion, OH. Kelley has been in the industry since January 31, 2005, and has a Series 6, Series 63, and SIE license. Kelley is registered with FINRA and the state of Ohio, and is approved to offer investment advice. Kelley has experience with a variety of client types, including individuals, high net worth individuals, charitable organizations, pension plans, and corporations.
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 (VERMILION OH)
OH
01/31/2005 - 01/18/2006
MCDONALD INVESTMENTS INC. (SANDUSKY OH)
BC
Issued 02/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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