Aimee Flatley, financial advisor Sewickley PA

Aimee Flatley

CRD Number: 7058025
Current Firm: Key Investment Services LLC

Aimee Flatley (CRD# 7058025) is an Investment Advisor Representative working at Key Investment Services LLC in Sewickley, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services Sewickley, PA Aug 2021 - Current 1
Key Bank Sewickley, PA Aug 2021 - Current 1
Coverance Insurance Solutions Long Beach, CA Mar 2021 - Aug 2021 < 1
Lpl Financial LLC Pittsburgh, PA Jan 2020 - Feb 2021 1
Northwest Bank Pittsburgh, PA Jan 2020 - Feb 2021 1
The Huntington Investment Company Columbus, OH Dec 2018 - Jan 2020 1
The Huntington National Bank Beaver, PA Apr 2018 - Jan 2020 1
Wesbanco Bank Inc. Pittsburgh, PA Aug 2014 - Apr 2018 3
Stay At Home Mother Pittsburgh, PA May 2014 - Aug 2014 < 1
University Of Pittsburgh Johnstown Johnstown, PA Aug 2013 - May 2014 < 1
Towson University Towson, MD Nov 2011 - Aug 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Aimee Flatley
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,649
    MILLIONS
  • Total Number of Accounts
    22,515
    ACCOUNTS
  • Average Account Value
    $162,057
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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