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.
CRD# 3221992
Cetera Advisor Networks LLC
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Avantax Advisory Services
| 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 |
- PA
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Total Assets Under Management3,649MILLIONS
-
Total Number of Accounts22,515ACCOUNTS
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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
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