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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Helfrick is a financial professional with Key Investment Services LLC. Samuel has been in the industry since November 2023 and is registered with the state of Pennsylvania. Samuel has passed the Series 63, Series 6TO and SIE exams. Samuel specializes in investment advisory services and portfolio management.
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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PA
11/30/2023 - Present
KEY Investment Services LLC (North Huntingdon PA)
BC
Issued 03/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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