Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Roper is a financial advisor at Key Investment Services LLC. Michael has been working in the industry since 2009, and has experience in both investment advisory and brokerage services. Michael is registered with the state of Pennsylvania as both an Investment Advisor Representative and Broker-Dealer Representative. Michael holds Series 6, 7, 63 and 65 licenses.
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
PA
09/21/2016 - Present
KEY Investment Services LLC (SOUDERTON PA)
PA
06/16/2014 - 09/21/2016
LPL FINANCIAL LLC (LANSDALE PA)
PA
07/08/2009 - 06/13/2014
METLIFE SECURITIES INC. (ALLENTOWN PA)
IA
Issued 05/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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