Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Simmers is an investment advisor representative at Key Investment Services LLC. Matthew joined Key Investment Services LLC on March 5, 2020, and has over two years of experience in the financial industry. Previously, Matthew worked for Key Investment Services LLC in Frazer, Pennsylvania. Matthew holds Series 6 and Series 63 securities licenses. Matthew is registered in Pennsylvania and specializes in providing investment advice to individuals and institutional clients, such as corporations, charitable organizations, and pension plans.
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.
1
2
OH
03/05/2020 - Present
KEY Investment Services LLC (BROOKLYN OH)
PA
12/01/2016 - 10/18/2018
KEY INVESTMENT SERVICES LLC (Frazer PA)
BC
Issued 04/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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