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Shikha R

Series 66, Series 63

Everett, WA

Key Investment Services LLC

Shikha Raghuwanshi is a financial advisor with Key Investment Services LLC in Everett, WA, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at KeyBank and Wells Fargo. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment selection supported by non-binding recommendations and ongoing monitoring.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Steven F

Series 66

Everett, WA

Key Investment Services LLC

Steven Franco Ross is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Key Investment Services and its predecessor entities since 2015 and was previously employed at KeyBank for 17 years. Ross has been nominated to serve as Treasurer for his child's elementary school PTA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and ongoing oversight, and operates within the KeyCorp group, maintaining affiliations with KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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