Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcy? Claim Your ProfileMarcy Marie Jewett is a registered representative with Key Investment Services LLC. Marcy has been in the financial services industry since 2014. Marcy has a Series 6, Series 63, and SIE licenses. Key Investment Services LLC is a registered investment advisor with the SEC and has a large client base including high net worth individuals, pension and profit sharing plans, and corporations and other businesses. Key Investment Services LLC provides portfolio management for individuals and the selection of other advisers.
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
10/06/2022 - Present
KEY Investment Services LLC (East Greenbush NY)
NY
06/29/2015 - 02/17/2021
KEY INVESTMENT SERVICES LLC (WEST SAND LAKE NY)
NY
02/27/2014 - 05/28/2015
METLIFE SECURITIES INC. (LATHAM NY)
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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