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Ajet Metaliaj

KEY Investment Services LLC

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About Ajet Metaliaj

Ajet Metaliaj is a financial advisor with over 18 years of experience in the industry. Ajet is registered with Key Investment Services LLC and has held previous positions at Citigroup Global Markets Inc., Wells Fargo Advisors, LLC, Countrywide Investment Services, Inc., and Pruco Securities, LLC. Ajet is licensed to provide investment advice in New York, Minnesota, and Ohio. Ajet holds the Series 63, 66, 7, and SIE licenses. Ajet specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Ajet is also experienced in working with charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.

Firm Information

Ajet Metaliaj is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ajet Metaliaj’s Registration & Firm History

OH

03/28/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

02/12/2019 - 04/03/2024

CITIGROUP GLOBAL MARKETS INC. (YORKTOWN HEIGHTS NY)

NY

03/07/2011 - 12/12/2017

KEY INVESTMENT SERVICES LLC (NANUET NY)

NY

01/27/2009 - 02/15/2011

WELLS FARGO ADVISORS, LLC (POMONA NY)

NJ

05/14/2007 - 09/04/2008

COUNTRYWIDE INVESTMENT SERVICES, INC. (PARAMUS NJ)

NJ

04/22/2004 - 05/09/2007

PRUCO SECURITIES, LLC. (PARAMUS NJ)

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Licenses & Designations

BOTH

Issued 04/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 12 public disclosures for Ajet Metaliaj. Review regulatory record here.
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