Unclaimed
Ryan Martin is a financial advisor with Key Investment Services LLC. Ryan has been in the financial services industry since September 22, 2004, and is registered with the state of Utah. Ryan has a Series 7 and Series 66 license, as well as the Securities Industry Essentials (SIE) Exam. Ryan is a registered representative of KEY Investment Services LLC and is also licensed as an Investment Advisor Representative. Key Investment Services LLC manages over $4 billion in client assets and has a focus on serving individuals, charitable organizations, corporations and high net worth individuals. Ryan specializes in providing financial planning and portfolio management services.
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
01/18/2006 - Present
KEY Investment Services LLC (BROOKLYN OH)
UT
09/22/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (TAYLORSVILLE UT)
BOTH
Issued 11/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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