Unclaimed Profile

Jeff Maxey

KMS INVESTMENT SERVICES, LLC·KENTWOOD, Michigan

KMS INVESTMENT SERVICES, LLC

2687 44TH ST. SE, KENTWOOD, MI 49512CRD# 6241825Firm CRD# 168851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Maxey · KENTWOOD, MI

Registration

CRD #6241825 · KMS INVESTMENT SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Jeff Maxey is a registered financial advisor based in KENTWOOD, Michigan, affiliated with KMS INVESTMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

KMS INVESTMENT SERVICES, LLC

BRIGHT OWL INVESTMENT ADVISORS

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Other

Background

Compensation

Other: SOLICITOR FEES FOR CLIENT REFERRALS

Regulatory

SEC/IARD CRD# 6241825

Firm CRD# 168851

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeff Maxey offer?

Jeff Maxey is a registered financial advisor in KENTWOOD, Michigan. Contact their office for details on services offered.

What are Jeff Maxey's credentials?

Jeff Maxey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Maxey located?

Jeff Maxey is based in KENTWOOD, Michigan, working with KMS INVESTMENT SERVICES, LLC. Their office serves clients in the KENTWOOD metropolitan area and surrounding communities.

How does Jeff Maxey charge for services?

Jeff Maxey's firm is compensated through other: solicitor fees for client referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KMS INVESTMENT SERVICES, LLC?

KMS INVESTMENT SERVICES, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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