Unclaimed
Marlene Lueth is an investment professional with Key Investment Services LLC. Marlene has been in the industry since October 2009 and is licensed to provide investment advice in New York. Marlene is registered with FINRA and holds the following licenses: Series 6, Series 7 and Series 63. Marlene holds the SIE exam certification as well. Marlene is a registered representative of Key Investment Services LLC.
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
10/06/2009 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 10/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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