Unclaimed
Kelley Sue Syphers is a financial advisor at Key Investment Services LLC. She has been in the financial industry for over 6 years. Her primary focus is on providing investment advice and portfolio management services to individuals and businesses. She has a strong background in financial planning, and her experience includes working with clients in various investment situations. She is a registered representative with FINRA and holds Series 6, 63, and SIE licenses. Kelley's primary branch office is located in Brooklyn, OH.
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.
1
2
OH
06/26/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
06/26/2015 - 08/20/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
BC
Issued 07/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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