Unclaimed
Nicholas Bacon is a financial professional with Key Investment Services LLC. Nicholas is registered in Washington and holds the Series 63, 6TO and SIE licenses. Nicholas is a financial professional focused on helping individuals and institutions manage their investments. Key Investment Services LLC is an investment advisory firm headquartered in Brooklyn, Ohio and has been in business for over 20 years. The firm has more than 950 licensed agents and 350 investment adviser representatives who work with a wide range of clients, including individuals, institutions, and high-net-worth individuals. Key Investment Services LLC is committed to providing its clients with high-quality investment advice and portfolio management services.
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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WA
06/14/2023 - Present
KEY Investment Services LLC (Wilbur WA)
BC
Issued 05/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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