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John R Donnelly
JACK R DONNELLY
CRD#: 6171476
IA
B
KEY INVESTMENT SERVICES LLCCRD#: 136300 4900 TIEDEMAN ROAD
BROOKLYN, OH 44144
BROOKLYN, OH 44144
0
Disclosures
9
Years of Experience
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State Registrations
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Alaska 8/30/2021
B
New York 8/30/2021
B
Colorado 8/30/2021
B
Ohio 8/30/2021
B
Connecticut 8/30/2021
IA
Ohio 8/30/2021
B
Florida 8/30/2021
B
Oregon 8/30/2021
B
Idaho 8/30/2021
B
Pennsylvania 8/30/2021
B
Indiana 8/30/2021
B
Utah 8/30/2021
B
Maine 8/30/2021
B
Vermont 8/30/2021
B
Massachusetts 8/30/2021
B
Washington 8/30/2021
B
Michigan 8/30/2021
SRO Registrations
B
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IA
Registered with this firm since 8/30/2021
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Registered with this firm since 8/30/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/27/2017 - 09/07/2021 | CLEVELAND, OH | |
B | 07/27/2017 - 09/07/2021 | CLEVELAND, OH | |
IA | 05/02/2016 - 07/21/2017 | BROOKLYN, OH | |
B | 01/20/2016 - 07/21/2017 | BROOKLYN, OH |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.