Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Navarro is a registered representative with Key Investment Services LLC in Colorado Springs, CO. Roberto has been in the financial services industry since 2023, and holds the Series 7TO, Series 63, and SIE licenses. Key Investment Services LLC is a Registered Investment Advisor specializing in providing financial planning and portfolio management services to individuals and other investment advisors.
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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CO
08/26/2024 - Present
KEY Investment Services LLC (Colorado Springs CO)
CO
12/21/2023 - 05/30/2024
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BC
Issued 01/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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