Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carter is a financial advisor at Key Investment Services LLC in BROOKLYN, OH. Michael has been in the financial industry since 2006 and has worked at several prominent firms, including NATCITY INVESTMENTS, INC. and CHASE INVESTMENT SERVICES CORP. Michael is registered to provide financial advice in Ohio and holds Series 6, 7 and 63 licenses, and the SIE exam.
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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2
OH
01/07/2010 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
12/23/2008 - 10/21/2009
NATCITY INVESTMENTS, INC. (AKRON OH)
OH
10/09/2006 - 09/14/2007
NATCITY INVESTMENTS, INC. (BEDFORD HEIGHTS OH)
IL
07/06/2005 - 03/20/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/28/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 01/26/2007
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 09/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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