Unclaimed
Kirre Caiazza is a registered representative with Key Investment Services LLC, located in Warwick, NY. Kirre has been in the financial services industry since 2003. Kirre holds the Series 6, Series 63 and SIE licenses. Key Investment Services LLC is an investment advisor registered with the SEC. The firm has over 26,000 client accounts and over $4 billion in assets under management. The firm provides investment advisory services to individuals, businesses and other investment advisors.
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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2
NY
01/05/2009 - Present
KEY Investment Services LLC (Warwick NY)
NY
11/15/2006 - 11/13/2008
HSBC SECURITIES (USA) INC. (SLOATSBURG NY)
NY
07/29/2003 - 11/03/2006
M&T SECURITIES, INC. (PORT JERVIS NY)
BC
Issued 12/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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