Aimee Flatley

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 01/2020
  The Huntington National Bank
  Beaver, PA
• 08/2014 → 04/2018
  Wesbanco Bank Inc
  Pittsburgh, PA
• 12/2018 → 01/2020
  The Huntington Investment Company
  Beaver, PA
• 01/2020 → 02/2021
  Lpl Financial Llc
  Pittsburgh, PA
• 01/2020 → 02/2021
  Northwest Bank
  Bellevue, PA
• 08/2021 → 01/2023
  Key Investment Services Llc
  Sewickley, PA
• 03/2021 → 08/2021
  Coverance Insurance Solutions
  Long Beach, CA
• 01/2023 → 05/2024
  Key Investment Services Llc
  Sewickley, PA
• 05/2024 → 03/2026
  Citizens Securities, Inc.
  Saxonburg, PA
• 06/2026 → Present
  Charles Schwab & Co., Inc.
  Cranberry Township, PA
• 06/2026 → Present
  Charles Schwab Bank, Ssb
  Cranberry Township, PA

Previous Registrations

• 2024-05-31 → 2026-03-25
  Citizens Securities, Inc.
  Saxonburg, PA
  Kittanning, PA
  Butler, PA
  Zelienople, PA
  Mars, PA
  Mars, PA
  Bethel Park, PA
  Monroeville, PA
• 2021-08-17 → 2024-05-29
  Key Investment Services Llc
  Sewickley, PA
  Brooklyn, OH
  Sewickley, PA
• 2020-02-25 → 2021-02-18
  Lpl Financial Llc
  Carnegie, PA
  Sharpsburg, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Bellevue, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-24
• S63 Uniform Securities Agent State Law Examination
  2019-05-22

Other Names

• Aimee E Covel
• Aimee Eileen Covel
• Aimee Covell
• Aimee Covel
• Aimee E Flatley