Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aditi? Claim Your ProfileAditi Tomar is a financial advisor with KEY Investment Services LLC, registered with the state of Washington. Aditi holds the Series 63, Series 6TO and the SIE licenses. Aditi has been in the industry since April 27, 2023. Aditi has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth. KEY Investment Services LLC is a financial advisor firm with approximately $1 billion - $10 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
WA
04/28/2023 - Present
KEY Investment Services LLC (Redmond WA)
BC
Issued 06/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Aditi Tomar is the right advisor for you? Invested Better is here to help.
