Unclaimed
Tatiana Belova is an investment advisor representative at Key Investment Services LLC. She is registered with FINRA and has been in the industry for over 20 years. Tatiana holds a Series 66, Series 7TO, and SIE license. Her primary focus is on providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Her expertise includes advising clients on a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds. Tatiana is committed to providing her clients with personalized financial advice and investment solutions that meet their individual needs.
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.
1
2
OH
04/01/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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