Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Noah Thompson is a financial advisor at Key Investment Services LLC, a firm based in Brooklyn, Ohio. Tristan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 66, and SIE licenses. Tristan has been active in the financial industry since 2022 and has experience working with individuals, high-net-worth individuals, and other client types. Tristan's firm is an investment advisor registered with the Securities and Exchange Commission (SEC) and manages more than $4 billion in assets.
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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NY
10/29/2024 - Present
KEY Investment Services LLC (North Tonawanda NY)
BOTH
Issued 06/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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