Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Kolis is a financial professional licensed in Indiana. Michael has been working in the financial industry since November 2019. Michael is currently registered with Key Investment Services LLC. Michael holds Series 7, Series 63, and SIE licenses. Previously, Michael was registered with J.P. Morgan Securities 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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IN
12/13/2022 - Present
KEY Investment Services LLC (FISHERS IN)
IN
11/08/2019 - 11/19/2022
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
BC
Issued 11/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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