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Get to know key wealth management - caitlyn salloum, wealth advisor

Key Wealth Management is the wealth advisory division of Key Private Bank, a subsidiary of KeyCorp. It focuses on providing tailored financial solutions to high-net-worth clients. The firm's approach integrates investment management, financial planning, trust and estate services, and private banking to help clients achieve their long-term financial goals. Advisors like Caitlyn Salloum work directly with clients to create and implement personalized wealth strategies, leveraging the resources and history of KeyBank, which dates back over 190 years.

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key wealth management - caitlyn salloum, wealth advisor

United States

Founded in

2016 (10 Years)

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Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.