Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Lynn Garza is a financial advisor with Key Investment Services LLC, a firm with over 1000 licensed financial advisors and a focus on serving individuals, high-net-worth individuals, and institutional clients. Kristie Lynn Garza has been in the industry since 2003 and currently holds Series 6 and Series 63 licenses. Kristie Lynn Garza specializes in providing financial advice and investment management services to a wide range of clients.
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
OH
09/23/2009 - Present
KEY Investment Services LLC (LORAIN OH)
OH
07/06/2005 - 07/30/2009
CHASE INVESTMENT SERVICES CORP. (LORAIN OH)
IL
03/10/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 01/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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