Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Banta is a financial professional licensed in Washington. Isabel is currently registered with KEY Investment Services LLC, a firm with over 1000 licensed agents and registered representatives. Isabel has over 2 years of experience in the financial industry and is focused on providing financial advice and services to individuals, high net worth individuals, charitable organizations, pension plans, and businesses. Isabel has passed the Series 63, Series 6TO, and SIE exams and is committed to providing her clients with the highest level of service.
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
04/17/2024 - Present
KEY Investment Services LLC (Bellingham WA)
BC
Issued 05/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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