Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Deoferio is an investment advisor representative with Key Investment Services LLC. Marion has been in the industry since December 2019. Marion is registered with the state of Washington. Marion has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Key Investment Services LLC is a Registered Investment Advisor firm headquartered in Brooklyn, Ohio and has offices in Des Moines, Washington and Brooklyn, Ohio.
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 (Des Moines WA)
WA
12/19/2019 - 10/30/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
BOTH
Issued 03/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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