Best Investors Account Sign in

Lisa Marie Porpora

Key Investment Services LLC

Aloha, OR

Brooklyn, OH

Claim This Profile
Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2015-06-15
  • OR RA
    APPROVED
    Since 2015-06-15

Branch Locations

17455 Sw Farmington Rd., Aloha, OR 97078 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Bank Rochester NY 03/1999 Present
Key Investment Services Llc Aloha OR 03/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-15
S63 Uniform Securities Agent State Law Examination 1995-01-30
  • S66 Uniform Combined State Law Examination
    2015-06-15
  • S63 Uniform Securities Agent State Law Examination
    1995-01-30
Other Names
  • Lisa Marie Dire

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROI FINANCIAL
TMG WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
INNOVATOR WEALTH ADVISOR, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE WEALTH ADVISORS, LLC

Other Investors

KASHA BROOK MCLEMORE
Trevor Patrick Bruno
LANCE JARL JOHNSON
KURT EVAN MORGAN
DAVID LEON KRICHEVSKY
HERBERT S KIM
Dominic Chimienti
ANDREW ALLEN KNOX

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BEAVERTON, OR
ROI FINANCIAL · BEAVERTON, OR
TMG WEALTH ADVISORS, INC. · BEAVERTON, OR
CETERA INVESTMENT ADVISERS LLC · BEAVERTON, OR
INNOVATOR WEALTH ADVISOR, LLC · BEAVERTON, OR
J.P. MORGAN SECURITIES LLC · BEAVERTON, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Beaverton, OR
KEY INVESTMENT SERVICES LLC · Beaverton, OR

More in Aloha, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor