James E. Lloyd
Key Investment Services Llc
Financial Planner in Syracuse, NY
Address:215 Tecumseh Rd
Syracuse, NY 13224
About James E. Lloyd
James Lloyd is a financial professional at Key Investment Services Llc located in Syracuse, New York. James Lloyd holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6 and S63. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Lloyd provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Lloyd215 Tecumseh Rd
Syracuse, NY 13224
Phone Number:
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Website:
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