Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rocco? Claim Your ProfileRocco Laudadio is an investment advisor representative at Key Investment Services LLC. Rocco has been in the securities industry since May 24, 2009. Rocco has passed the Series 63, 66, 7 and SIE exams and is registered in Connecticut. Rocco's current employer, Key Investment Services LLC, is a registered investment advisor with approximately $1 billion - $10 billion in assets under management. Key Investment Services LLC provides portfolio management for individuals and selection of other advisers.
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
CT
08/17/2021 - Present
KEY Investment Services LLC (Woodbridge CT)
CT
06/28/2016 - 06/10/2019
J.P. MORGAN SECURITIES LLC (WILTON CT)
CT
08/10/2007 - 03/21/2016
AMERIPRISE FINANCIAL SERVICES, INC. (STRATFORD CT)
BOTH
Issued 06/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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