Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Budak is a financial advisor at Key Investment Services LLC. Melissa has been a registered representative since 2008 and has Series 6, 7, and 66 securities licenses. She is licensed in multiple states including Indiana, Florida, Michigan, Texas, California, Ohio, Hawaii and Wisconsin. Melissa has experience providing financial advice to a variety of clients including individuals, corporations, and charitable organizations. Key Investment Services LLC is an investment advisor that provides financial planning and portfolio management services to individuals, businesses, and organizations.
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
IN
05/23/2017 - Present
KEY Investment Services LLC (ANGOLA IN)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Budak is the right advisor for you? Invested Better is here to help.
