Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle De pinales is a financial advisor at Key Investment Services LLC in Rochester, New York. Michelle has been in the financial services industry since 2000. Michelle holds FINRA Series 6, 7, and 63 licenses. Michelle specializes in providing investment advice to individuals and pooled investment vehicles.
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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NY
01/18/2006 - Present
KEY Investment Services LLC (Rochester NY)
NY
09/10/2002 - 01/18/2006
MCDONALD INVESTMENTS INC. (ROCHESTER NY)
OH
04/26/2000 - 01/24/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MD
10/28/1999 - 04/25/2000
M&T SECURITIES, INC. (BALTIMORE MD)
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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