Michele Spruell (CRD# 6494210) is an Investment Advisor Representative working at Key Investment Services LLC in Storrs, CT and has over 8 years of experience in the finance industry.
CRD# 5623606
Citizens Securities, Inc.
CRD# 4385290
Lpl Financial LLC
CRD# 2093525
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Brooklyn, OH | Aug 2022 - Current | 1 |
| Key Investment Services LLC | Manchester, CT | Jan 2017 - Aug 2022 | 5 |
| Key Bank | Willimantic, CT | Sep 2016 - Aug 2022 | 5 |
| Key Investment Services LLC | Willimantic, CT | Sep 2016 - Jan 2017 | < 1 |
| Lpl Financial | Willimantic, CT | Jun 2015 - Sep 2016 | 1 |
| First Niagara Bank | Coventry, CT | May 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CT
-
Total Assets Under Management3,217MILLIONS
-
Total Number of Accounts23,518ACCOUNTS
-
Average Account Value$136,785
- A percentage of assets under your management
- 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, MT, 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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