Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Kendall Schmelling is a financial professional with Key Investment Services LLC, a firm with a broad client base and substantial assets under management. Maxwell is registered in Washington and holds the Series 63, Series 6TO, and SIE licenses. Maxwell's primary focus is on providing investment advice and portfolio management services to both individuals and businesses. Key Investment Services LLC focuses on financial planning and selection of other advisors for clients.
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
07/27/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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