Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Fortune is an active investment advisor representative registered with Key Investment Services LLC. Sylvia has been in the industry for over a year. Sylvia is registered in Ohio. She has obtained her Series 6TO and SIE exams. Sylvia's firm has a variety of client types including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations and corporations. Key Investment Services LLC has a team of 350 Investment Advisor Representatives and a total of 1,098 registered representatives. Key Investment Services LLC provides advisory services 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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OH
09/09/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 09/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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