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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moody? Claim Your ProfileMoody Chamberlin Summers is an Investment Advisor Representative with Key Capital Management, Inc., in HENDERSONVILLE, TN. Moody has been in the industry since February 2019 and has a Series 65, Series 63 and SIE licenses. Key Capital Management, Inc., is a registered investment advisor (RIA) headquartered in HENDERSONVILLE, TN, with a focus on providing investment advice to individuals and high-net-worth individuals. The firm offers portfolio management, financial planning and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business 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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TN
04/05/2024 - Present
KEY Capital Management, Inc. (HENDERSONVILLE TN)
TN
02/06/2019 - 07/24/2019
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 02/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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