Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Stire has been in the financial industry since 1986. He is currently a registered representative with Key Investment Services LLC. Philip Stire is registered in 18 states and has a strong track record of success in helping clients achieve their financial goals. He holds the Series 3, 5, 7, 15, 63 and 66 securities licenses. Key Investment Services LLC is a financial services firm that provides investment advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Key Investment Services LLC manages over $4 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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NY
03/26/2021 - Present
KEY Investment Services LLC (HUDSON NY)
NY
02/14/2005 - 05/12/2008
MCGINN, SMITH & CO., INC. (ALBANY NY)
NY
06/07/2004 - 02/07/2005
SOLEIL SECURITIES CORPORATION (NEW YORK NY)
CT
10/08/2002 - 02/13/2004
ADVEST, INC. (HARTFORD CT)
NY
12/17/1996 - 10/10/2002
FIRST ALBANY CORPORATION (NEW YORK NY)
TX
07/31/1996 - 01/01/1997
HOAK BREEDLOVE WESNESKI & CO. (DALLAS TX)
NA
02/13/1996 - 08/09/1996
HOAK SECURITIES CORP.
TX
01/24/1995 - 03/11/1996
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
MO
09/27/1991 - 01/24/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/28/1989 - 10/08/1991
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
09/16/1985 - 04/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 03/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/08/1985
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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