Unclaimed
Sandra Collins is a financial professional registered with Key Investment Services LLC. Sandra has been in the industry since 2022 and is licensed in New York. Sandra has passed the Series 6TO, Series 63, and SIE exams. Sandra works at the Rochester, NY location of Key Investment Services LLC. Key Investment Services LLC is a well-established firm, managing over $4 billion in assets. The firm works with a variety of clients, including individuals, high-net-worth individuals, pension plans, and corporations.
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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NY
09/30/2022 - Present
KEY Investment Services LLC (ROCHESTER NY)
BC
Issued 11/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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