Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Reza Tadayon is an investment advisor representative with Key Investment Services LLC. Steven has been in the industry since November 25, 2008. Steven holds the following licenses: Series 6, Series 7, Series 63, and Series 66. Steven is registered in 26 states and has specialized in retirement planning and investment strategies. Key Investment Services LLC is an independent firm that specializes in providing investment advisory services. The firm manages approximately $4.19 billion in assets for a variety of clients.
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
10/13/2014 - Present
KEY Investment Services LLC (CANTON OH)
BOTH
Issued 10/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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