Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Kitchel is a registered representative with Key Investment Services LLC, where she is a licensed agent. Nancy is a licensed agent and Investment Advisor Representative with over 8 years of experience in the industry. She has a Series 6 and Series 63 license and the Securities Industry Essentials exam. Her firm has over 3,000 clients and manages over $4 billion in assets. Nancy specializes in managing individual and business portfolios.
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
09/25/2014 - Present
KEY Investment Services LLC (Oak Harbor WA)
BC
Issued 12/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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