Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Witt is a financial advisor with Key Investment Services LLC. She is a licensed representative in Ohio, and has been working in the industry since 2006. Mary has extensive experience in helping clients achieve their financial goals, with specializations in financial planning, investment advisory services, and portfolio management. Prior to joining Key Investment Services LLC, Mary worked at The Huntington Investment Company.
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
03/11/2011 - Present
KEY Investment Services LLC (TOLEDO OH)
OH
07/25/2006 - 10/29/2010
THE HUNTINGTON INVESTMENT COMPANY (TOLEDO OH)
BC
Issued 01/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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