Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Bhatia is a registered representative with Key Investment Services LLC, a firm headquartered in Brooklyn, Ohio, with a national presence. Monica specializes in providing investment advice and portfolio management services for individuals and businesses. She is a licensed professional in the state of Washington and has been actively involved in the financial services industry since 2024.
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 (Snohomish WA)
BC
Issued 06/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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