Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Lomax is a financial advisor with Key Investment Services LLC, a firm managing over $1 billion in assets. Rebecca has been in the financial industry since 2021 and holds Series 63, Series 6TO, and SIE licenses. Prior to joining Key Investment Services LLC, Rebecca worked for J.P. MORGAN SECURITIES LLC. Rebecca focuses on individual and institutional clients, providing financial planning and portfolio management services. Rebecca's office is located in Brooklyn, OH.
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
03/07/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
IN
03/20/2021 - 01/03/2022
J.P. MORGAN SECURITIES LLC (AVON IN)
BC
Issued 04/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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