Aimee FlatleyCRD 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.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|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|
Total Assets Under Management3,649MILLIONS
Total Number of Accounts22,515ACCOUNTS
Average Account Value$162,057
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.