Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saul? Claim Your ProfileSaul Sanchez is a financial advisor with Key Investment Services LLC. He has been in the industry since 2022. Saul is licensed in Washington and holds Series 7, 63, and 66 licenses. He primarily serves individual clients, as well as corporations, insurance companies, and charitable organizations. His firm, Key Investment Services LLC, manages over $1 billion in assets.
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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2
OH
07/11/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 07/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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