Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven David Vale is a registered representative with Key Investment Services LLC. Steven David Vale has been in the securities industry since June 7, 1996. Steven David Vale is licensed to provide securities and investment advisory services in multiple states. Steven David Vale has previously worked at The Huntington Investment Company, PNC INVESTMENTS, FIRSTMERIT FINANCIAL SERVICES, INC, KEY INVESTMENT SERVICES LLC, EDWARD JONES, NATCITY INVESTMENTS, INC., NATCITY INSURANCE SERVICES, INC., DAVID A. NOYES & COMPANY, OHIO SAVINGS SECURITIES, INC., BANC ONE SECURITIES CORPORATION, INVESTORS CAPITAL CORP., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY.
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.
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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
03/29/2016 - Present
KEY Investment Services LLC (Alliance OH)
OH
10/16/2014 - 03/24/2016
THE HUNTINGTON INVESTMENT COMPANY (CANTON OH)
OH
10/25/2013 - 10/01/2014
PNC INVESTMENTS (MINERVA OH)
OH
04/29/2013 - 05/17/2013
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
05/08/2007 - 04/25/2013
KEY INVESTMENT SERVICES LLC (UNIONTOWN OH)
OH
01/03/2007 - 05/07/2007
EDWARD JONES (STOW OH)
OH
12/14/2000 - 06/12/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
12/14/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IN
07/06/2000 - 12/05/2000
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
OH
08/31/1999 - 07/07/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
07/06/1999 - 07/07/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
04/09/1998 - 07/07/1999
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
IL
07/16/1997 - 04/06/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/01/1996 - 05/23/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
02/05/1996 - 03/28/1996
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MN
01/12/1995 - 01/03/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/12/1995 - 01/03/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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