Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shea? Claim Your ProfileShea Ryan Friedman is a financial advisor with Key Investment Services LLC. Shea is registered in Connecticut. Shea has been in the financial industry for less than a year. Shea holds the Series 63, SIE, and Series 6TO licenses. Key Investment Services LLC is a Registered Investment Advisor with $1 billion - $10 billion in assets under management. The firm provides advisory services such as portfolio management for individuals and selection of other advisors.
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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CT
04/19/2024 - Present
KEY Investment Services LLC (Vernon CT)
BC
Issued 05/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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