Unclaimed
Nancy Noga is a financial advisor with Key Investment Services LLC. Nancy is registered with FINRA and the state of Ohio. Nancy has been in the securities industry since 2017. Nancy specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
1
2
OH
08/16/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
01/30/2018 - 09/05/2019
LPL FINANCIAL LLC (LORAIN OH)
BC
Issued 02/23/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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