Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simone? Claim Your ProfileSimone Sanvito is an investment advisor representative with Keyvantage Wealth Advisors. Simone is registered with the state of Pennsylvania, and has been in the industry since December 2019. Simone previously worked at Valley National Investments, Inc.. Keyvantage Wealth Advisors specializes in financial planning, portfolio management for individuals and provides services to both individuals and high net worth individuals.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
08/05/2024 - Present
Keyvantage Wealth Advisors (Bethlehem PA)
PA
12/02/2019 - 08/06/2024
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
BC
Issued 05/06/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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