Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Lapointe is a registered investment advisor representative with Key Investment Services LLC. Tanya has been in the industry since November 2, 2005. Tanya is registered in 22 states and is licensed with FINRA and the state of Maine. Tanya has a Series 6, 7TO, 63, and 66 licenses. She has worked at Key Investment Services LLC in Portland, Maine and in Brooklyn, Ohio. She also worked at KEY BANK in Presque Isle, Maine. Tanya's previous firm was MCDONALD INVESTMENTS INC.
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
ME
02/17/2021 - Present
KEY Investment Services LLC (PRESQUE ISLE ME)
OH
11/03/2004 - 07/25/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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