Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Avery is a financial advisor at Key Investment Services LLC. Kristi has been in the industry since December 13, 2011. Kristi is licensed to sell securities in Indiana. Kristi is registered with FINRA, a self-regulatory organization, and has earned the Series 6 and Series 63 licenses. Kristi has been with Key Investment Services LLC since December 14, 2011. Key Investment Services LLC is a Registered Investment Advisor with approximately $1 billion to $10 billion in assets under management. The firm's main office is in Brooklyn, Ohio.
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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IN
12/14/2011 - Present
KEY Investment Services LLC (ELKHART IN)
BC
Issued 02/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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