Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Whalen is a financial advisor with KEY Investment Services LLC, a firm with a focus on providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Amanda is registered with the state of New York and holds the Series 63, Series 6TO, and SIE licenses. Amanda's career in the financial services industry began on October 24, 2023.
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.
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NY
10/25/2023 - Present
KEY Investment Services LLC (Sanborn NY)
BC
Issued 11/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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