Unclaimed
Ruth Anne Pak is an experienced financial professional with over 20 years of experience in the industry. Ruth Anne is a Series 7, 27, 99TO, and SIE licensed professional. Ruth Anne's current affiliations include Key Investment Services LLC, where she has been a Registered Representative since 2019, and Keybanc Capital Markets Inc. Ruth Anne's prior experience includes NatCity Investments, Inc. Ruth Anne specializes in portfolio management for individuals and investment companies.
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
07/01/2019 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
02/24/1999 - 12/15/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BC
Issued 09/29/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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