Benjamin Pintaric (CRD# 5016572) is an Investment Advisor Representative working at Key Investment Services LLC in Parker, CO and has over 17 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Parker, CO | Nov 2023 - Current | < 1 |
| Key Investment Services | Centennial, CO | May 2023 - Nov 2023 | < 1 |
| Unemployed | Aurora, CO | Aug 2022 - May 2023 | < 1 |
| Mutual Of Omaha Investor Services | Centennial, CO | Mar 2022 - Aug 2022 | < 1 |
| Mutual Of Omaha Insurance Company | Centennial, CO | Mar 2022 - Aug 2022 | < 1 |
| Unemployed | Aurora, CO | Oct 2021 - Mar 2022 | < 1 |
| Symetra Securities, Inc. | Bellevue, WA | Sep 2013 - Oct 2021 | 8 |
| Symetra Life | Bellevue, WA | Apr 2011 - Oct 2021 | 10 |
| Symetra Investment Services, Inc. | Bellevue, WA | Apr 2011 - Oct 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CO
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Total Assets Under Management4,188MILLIONS
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Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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