Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Lo Kohler is a financial professional with experience in the financial services industry. Rebecca has been registered with FINRA since 2018. Currently, Rebecca is a registered representative of Key Investment Services LLC. Prior to joining Key Investment Services LLC, Rebecca worked as a registered representative for J.P. MORGAN SECURITIES LLC and Bankers Life Securities, Inc.. Rebecca has passed the SIE, Series 6 and Series 63 exams. Rebecca is licensed to provide financial services in New York.
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
12/08/2023 - Present
KEY Investment Services LLC (Canastota NY)
NY
12/11/2019 - 11/25/2023
J.P. MORGAN SECURITIES LLC (CICERO NY)
NY
09/28/2018 - 11/14/2019
BANKERS LIFE SECURITIES, INC. (East Syracuse NY)
BC
Issued 01/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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