Unclaimed
Rozlynn Callahan is a financial advisor with Key Investment Services LLC in TWINSBURG, OH. Rozlynn has a strong background in the industry, having previously worked for J.P. Morgan Securities LLC in HUDSON, OH. Rozlynn holds Series 6, SIE and Series 6TO licenses.
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
10/26/2023 - Present
KEY Investment Services LLC (TWINSBURG OH)
OH
06/21/2016 - 08/02/2017
J.P. MORGAN SECURITIES LLC (HUDSON OH)
BC
Issued 12/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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