Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priya? Claim Your ProfilePriya Tater is a registered investment advisor representative with Key Investment Services LLC. Priya has been in the industry since 2010 and has held previous positions with Fifth Third Securities, Inc. and The Huntington Investment Company. Priya is registered in Connecticut and Massachusetts and holds the Series 6, 7, 63, 65 and 66 licenses. Key Investment Services LLC is a firm that provides a range of financial services, including investment advisory and brokerage services. The firm manages approximately $1 billion to $10 billion in assets and serves a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Priya specializes in providing investment advice to individual clients and businesses.
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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2
OH
02/27/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
12/08/2010 - 06/14/2019
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
OH
06/11/2010 - 07/23/2010
FIFTH THIRD SECURITIES, INC. (HILLIARD OH)
OH
11/06/2009 - 06/03/2010
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 02/26/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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