Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas L Zervos is a registered representative with Key Investment Services LLC. Nicholas has been in the industry since February 9, 2024. Nicholas is licensed in Ohio and has passed the Series 63, Series 6TO, and SIE exams. Key Investment Services LLC specializes in portfolio management for individuals and selection of other advisers. The firm has approximately $1 billion - $10 billion in assets under management and manages a total of 26,437 accounts.
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
02/10/2024 - Present
KEY Investment Services LLC (MASSILLON OH)
BC
Issued 02/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nicholas Zervos is the right advisor for you? Invested Better is here to help.
