Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Catalfo is a financial advisor with Key Investment Services LLC located in Webster, NY. David has been in the industry since March 2023 and holds the Series 63, Series 6TO, and SIE licenses. David specializes in providing portfolio management services for individuals.
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
03/29/2023 - Present
KEY Investment Services LLC (Webster NY)
BC
Issued 05/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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