Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Martoch is a financial advisor with Key Investment Services LLC. Danielle is a registered representative in Washington and holds the Series 6, Series 63, and SIE licenses. She has been in the financial industry since November 2017 and has experience working with individual investors, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Danielle is committed to providing her clients with comprehensive financial planning and investment management services. Previously, Danielle worked for Northwestern Mutual Investment Services, LLC.
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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WA
03/23/2018 - Present
KEY Investment Services LLC (Seattle WA)
WA
06/03/2016 - 10/06/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)
BC
Issued 04/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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