Unclaimed
William Michael Evans is a registered representative with Key Investment Services LLC. William is a licensed securities professional with experience in the financial services industry. William has passed the Series 63, Series 6TO and SIE exams. William is registered to sell securities in Oregon. William is also a sound technician for West Salem Foursquare Church.
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
12/16/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 11/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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