Unclaimed Profile

Brigitte Palumbo

KEYSTONE FINANCIAL PLANNING, INC·MIDDLEBURG HEIGHTS, Ohio

Clean recordKEYSTONE FINANCIAL PLANNING, INC

7261 ENGLE ROAD #308, MIDDLEBURG HEIGHTS, OH 44130CRD# 6368436Firm CRD# 104640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brigitte Palumbo · MIDDLEBURG HEIGHTS, OH

Registration

CRD #6368436 · KEYSTONE FINANCIAL PLANNING, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brigitte Palumbo is a registered financial advisor based in MIDDLEBURG HEIGHTS, Ohio, affiliated with KEYSTONE FINANCIAL PLANNING, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KEYSTONE FINANCIAL PLANNING, INC

AUM

$351M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KEYSTONE FINANCIAL PLANNING, INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6368436

Firm CRD# 104640

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Frequently Asked Questions

What services does Brigitte Palumbo offer?

Brigitte Palumbo specializes in Financial Planning, Investment Management. Contact their office in MIDDLEBURG HEIGHTS, Ohio for a consultation.

What are Brigitte Palumbo's credentials?

Brigitte Palumbo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brigitte Palumbo located?

Brigitte Palumbo is based in MIDDLEBURG HEIGHTS, Ohio, working with KEYSTONE FINANCIAL PLANNING, INC. Their office serves clients in the MIDDLEBURG HEIGHTS metropolitan area and surrounding communities.

How does Brigitte Palumbo charge for services?

Brigitte Palumbo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEYSTONE FINANCIAL PLANNING, INC?

KEYSTONE FINANCIAL PLANNING, INC has approximately 2 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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