Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Elizabeth Turk is a financial professional with a background in the financial services industry. Kaitlyn is currently registered with KEY Investment Services LLC in Wenatchee, Washington and holds the Series 63, Series 6TO and SIE licenses. Kaitlyn has experience with various financial products and services and provides financial advice to individuals and businesses. Kaitlyn is passionate about helping her clients achieve their financial goals.
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
04/18/2024 - Present
KEY Investment Services LLC (Wenatchee WA)
OH
07/14/2023 - 10/24/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
05/05/2023 - 07/05/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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