Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Jewell is a financial advisor at Key Investment Services LLC. Stephen has been in the financial services industry for over 3 years. Stephen specializes in providing financial advice to individuals and families, corporations and other businesses. Stephen has a Series 63, Series 65 and Series 7 licenses, as well as a SIE designation. Stephen is also registered with the state of Ohio.
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
04/10/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
12/13/2021 - 02/08/2024
EQUITABLE ADVISORS, LLC (YOUNGSTOWN OH)
OH
06/08/2021 - 12/08/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEVELAND OH)
IA
Issued 02/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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