Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Eberz is a financial advisor with Key Investment Services LLC, with experience in the financial services industry since December 2010. Kevin has been registered with the state of New York since September 2016 and has a Series 6, 7, 63 and 66 license. Prior to joining Key Investment Services LLC, Kevin worked at LPL FINANCIAL LLC and MetLife Securities Inc.
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
03/26/2021 - Present
KEY Investment Services LLC (Schenectady NY)
NY
11/05/2013 - 09/21/2016
LPL FINANCIAL LLC (SCHENECTADY NY)
NY
12/07/2010 - 10/29/2013
METLIFE SECURITIES INC. (LATHAM NY)
BOTH
Issued 12/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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