Unclaimed
Nicholas Lipsius is a financial professional at Key Investment Services LLC, a firm with over $1 billion in assets under management. Nicholas holds the Series 6TO, Series 63 and SIE licenses. Nicholas is registered in New York and specializes in providing portfolio management for individuals 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.
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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NY
06/27/2023 - Present
KEY Investment Services LLC (Lockport NY)
BC
Issued 07/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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