Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frazer Key is a financial advisor with CCM Investment Advisers, LLC. Robert has been in the industry since May 1994 and holds a Series 7 and Series 63 license. Robert has been registered with CCM Investment Advisers, LLC since October 1998. CCM Investment Advisers, LLC is a registered investment advisor based in Columbia, South Carolina. The firm has been in business since 2009 and has a team of 6 investment advisor representatives. The firm specializes in providing portfolio management services to individuals, businesses, and charitable organizations. Robert is a Chartered Financial Analyst.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
02/05/2009 - Present
CCM Investment Advisers, LLC (COLUMBIA SC)
NA
05/20/1994 - 01/10/1995
FIRST UNION BROKERAGE SERVICES, INC.
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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