Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Rossi is a registered representative with Key Investment Services LLC, and has been in the industry since 2014. Sarah is licensed to provide investment advice in Indiana and Ohio, and has a strong track record of success in the financial services industry. Sarah is committed to helping her clients reach their financial goals, and has the experience and knowledge to provide sound financial advice. Sarah is a registered investment advisor representative and is committed to providing her clients with the best possible service. Sarah has passed the Series 6, 7, 63, 66 and SIE exams.
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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2
OH
06/29/2018 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 06/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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