Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kowalewski is a financial advisor with Key Investment Services LLC. Robert has been in the financial services industry since February 2019. Robert has a wide range of experience working with clients and can provide both financial and investment advice. Robert holds a Series 7, Series 63, Series 65, and Series 24 license.
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.
1
2
OH
01/31/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
01/05/2019 - 10/27/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEVELAND OH)
IA
Issued 01/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Robert Kowalewski is the right advisor for you? Invested Better is here to help.
