Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Whiting is a financial advisor registered with Key Investment Services LLC, a firm that offers a range of investment and advisory services. Matthew is licensed in 51 states. Matthew has been a registered financial professional since August 2020. Key Investment Services LLC manages over $4 billion in assets for a range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Key Investment Services LLC's main office is located in Brooklyn, 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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OH
10/21/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
08/14/2020 - 04/16/2021
EQUITABLE ADVISORS, LLC (WILLIAMSVILLE NY)
BC
Issued 10/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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