Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward E. Sanchez is a financial advisor with Key Investment Services LLC. Edward has been in the financial services industry since February 2020. Edward has a Series 7, Series 66 and SIE license and holds a Uniform Combined State Law Examination. Edward works with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Edward is registered in Washington, Ohio, Oregon, Texas and Utah. Edward is affiliated with Thrivent Investment Management Inc..
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
10/30/2023 - Present
KEY Investment Services LLC (Burlington WA)
WA
02/21/2020 - 10/27/2023
THRIVENT INVESTMENT MANAGEMENT INC. (OLYMPIA WA)
BOTH
Issued 05/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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