Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Nancy Opett is a registered investment advisor with Key Investment Services LLC, with offices in Rochester, New York and Brooklyn, Ohio. Maria has been in the financial services industry since January 24, 2000. Maria holds a Series 6, 7, and 66 licenses. Maria is also registered with the states of New York, North Carolina, and 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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NY
03/26/2021 - Present
KEY Investment Services LLC (Rochester NY)
NY
01/01/2005 - 07/11/2012
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
NY
01/25/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BOTH
Issued 09/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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