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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McGinley is a financial professional with Key Investment Services LLC. Lisa specializes in providing investment advice and portfolio management services to individuals and businesses. Lisa has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. Lisa holds the Series 63, Series 6TO, and SIE licenses. Lisa is registered to provide investment advice in Maine.
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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OH
07/25/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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