Unclaimed
Marcus Weddle is a financial advisor at Key Investment Services LLC. He is a registered representative in Washington and has been in the industry for over 2 years. Marcus specializes in working with high-net-worth individuals and is committed to providing financial planning and portfolio management services to his clients.
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
08/11/2023 - Present
KEY Investment Services LLC (Seattle WA)
BC
Issued 08/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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