Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Venuto is a financial professional with over 15 years of experience in the industry. Michael has worked at KEY Investment Services LLC since 2023, specializing in Retirement Planning and Estate Planning. Michael has held a Series 7, 63 and 66 license along with the SIE. Prior to working with Key Investment Services LLC, Michael worked at FIRST COMMAND FINANCIAL PLANNING, INC. in DuPont, WA.
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.
1
2
WA
01/13/2025 - Present
KEY Investment Services LLC (Yelm WA)
WA
12/05/2017 - 09/12/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (DuPont WA)
BC
Issued 11/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Venuto is the right advisor for you? Invested Better is here to help.
