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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Nicholas Clemens is a financial advisor with Key Investment Services LLC. He is a Registered Representative and Investment Advisor Representative and has been in the industry since September 2023. Richard has a Series 7, Series 63 and Series 66 license and is registered in 51 states. He specializes in providing financial advice and portfolio management services to individuals, families, and businesses. Richard has a proven track record of helping clients achieve their financial goals. His previous experience at Charles Schwab & Co., Inc. provides a solid foundation in the financial industry.
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
05/06/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
TX
09/02/2023 - 04/01/2024
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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