Maura MontanaCRD Number: 6231026
Current Firm: Key Investment Services LLC
Maura Montana (CRD# 6231026) is an Investment Advisor Representative working at Key Investment Services LLC in Highland Heights, OH and has over 6 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|Key Investment Services||Cleveland, OH||May 2019 - Current||2|
|Keybank||Highland Heights, OH||May 2019 - Current||2|
|Key Investment Services, LLC||Cleveland, OH||Jan 2018 - May 2019||1|
|Keybank||Highland Heights, OH||Jan 2018 - May 2019||1|
|Key Investment Services, LLC||Cleveland, OH||Feb 2017 - Jan 2018||< 1|
|Keybank||Highland Heights, OH||Feb 2017 - Jan 2018||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Aug 2016 - Nov 2016||< 1|
|Northwestern Mutual Investment Services, LLC||Cleveland, OH||Jun 2014 - Nov 2016||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Aug 2013 - Nov 2016||3|
|Unemployed||Painesville, OH||Jun 2013 - Aug 2013||< 1|
|Sushi Nara||Oxford, OH||Aug 2011 - May 2013||1|
|Miami U||Oxford, OH||Aug 2009 - May 2013||3|
|The Local Tavern||Willoughby Hills, OH||Jul 2012 - Aug 2012||< 1|
|Fox And Hound||Mayfield Hts, OH||Jul 2012 - Aug 2012||< 1|
|Cleveland State University||Cleveland, OH||May 2012 - Jun 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management3,449MILLIONS
Total Number of Accounts21,284ACCOUNTS
Average Account Value$162,027
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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