Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Kolidas is a registered investment advisor representative with Key Investment Services LLC. Philip is licensed in 15 states and holds the Series 7TO, Series 66 and SIE licenses. Philip's firm provides services for individuals and investment companies. Key Investment Services LLC manages approximately $1 billion - $10 billion in assets.
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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OH
04/26/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 04/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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