Unclaimed
Meghan Leigh Campbell is a financial advisor with Key Investment Services LLC, a firm that manages over $4 billion in assets. Meghan is registered with FINRA and holds both the Series 63 and Series 6TO licenses. Meghan has been in the financial industry for a short period, but her knowledge and skills are growing rapidly.
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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CO
04/18/2024 - Present
KEY Investment Services LLC (Ft Collins CO)
BC
Issued 05/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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