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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lynn Rochelle is a financial advisor with Key Investment Services LLC. Michael has been in the industry since July 2009 and is currently registered with the state of Ohio as both a Registered Representative and an Investment Advisor Representative. Michael's certifications include the Series 6, 7TO, 63, and 65 exams. Michael has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michael is located in Brooklyn, Ohio, and has a branch office with Key Investment Services LLC.
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
06/28/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
IA
Issued 06/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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