Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Siobhan? Claim Your ProfileSiobhan Marie Fallon is an investment advisor representative at Key Investment Services LLC. She has over 10 years of experience in the financial services industry. Fallon specializes in providing financial advice to individuals, families, and businesses. She is also a Registered Representative and holds the Series 6, SIE, and Series 63 licenses. Fallon is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
01/22/2018 - Present
KEY Investment Services LLC (Suffern NY)
NY
05/18/2017 - 12/26/2017
LPL FINANCIAL LLC (NEW CITY NY)
BC
Issued 09/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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