Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kopra is a registered representative of Key Investment Services LLC in Gresham, Oregon. Stephen joined the financial services industry in 2011. Stephen is licensed to sell securities in Oregon and holds the Series 6, Series 63, and SIE licenses. Stephen’s previous employers and licenses are not provided. Key Investment Services LLC is headquartered in Brooklyn, Ohio and manages over $4 billion in assets. Key Investment Services LLC specializes in managing portfolios for individuals, businesses, and pooled investment vehicles.
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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OR
06/15/2011 - Present
KEY Investment Services LLC (Gresham OR)
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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