Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Miguel Corrente is a financial advisor registered with Key Investment Services LLC. Sergio holds Series 7, 66 and SIE licenses and has been in the industry since 2023. Sergio is also a soccer coach and has a history of working with youth soccer organizations. Key Investment Services LLC is a Registered Investment Advisor with over $1 billion in assets under management and services individuals, businesses, charitable organizations and pension plans.
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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IN
04/26/2024 - Present
KEY Investment Services LLC (INDIANAPOLIS IN)
IN
11/08/2023 - 04/23/2024
EQUITABLE ADVISORS, LLC (CARMEL IN)
BOTH
Issued 12/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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