Tanya Lapointe (CRD# 4792207) is an Investment Advisor Representative working at Key Investment Services LLC in Presque Isle, ME and has over 19 years of experience in the finance industry.
CRD# 5333647
Cetera Investment Advisers LLC
CRD# 5553591
Edward Jones
CRD# 5335485
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Brooklyn, OH | May 2023 - Current | 1 |
| Key Investment Services LLC | Portland, ME | Sep 2020 - May 2023 | 2 |
| Key Investment Services LLC | Portland, ME | Aug 2017 - Sep 2020 | 3 |
| Key Bank | Presque Isle, ME | May 1985 - Sep 2020 | 35 |
| Key Investment Services LLC | Portland, ME | Jul 2006 - Aug 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- ME
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
-
Average Account Value$158,412
- A percentage of assets under your management
- 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, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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