Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yekaterina? Claim Your ProfileYekaterina Pechenyuk is a financial advisor with Key Investment Services LLC. Yekaterina has been in the industry since 2011 and has a Series 6, Series 63, and SIE licenses. Yekaterina previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. Yekaterina's firm Key Investment Services LLC is a registered investment advisor with offices in Ohio. The firm manages assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans.
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
10/10/2014 - Present
KEY Investment Services LLC (ENGLEWOOD OH)
WA
10/01/2012 - 09/25/2014
J.P. MORGAN SECURITIES LLC (FEDERAL WAY WA)
WA
09/19/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FEDERAL WAY WA)
BC
Issued 08/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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