Unclaimed
Tarky Lombardi is a financial professional with over 1 year of experience in the investment industry. Currently registered with Key Investment Services LLC in New York, Tarky has a broad range of experience across various sectors. Tarky holds licenses including Series 63, Series 65, Series 6TO and SIE. Tarky specializes in providing investment advice and services to individuals, as well as managing portfolios for individual 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
04/09/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 02/27/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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