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Alan L Soirefman

KEY Investment Services LLC

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About Alan L Soirefman

Alan Soirefman is a registered representative with Key Investment Services LLC. Alan's experience in the financial services industry dates back to January 4, 2014. Alan is registered with the state of Ohio. Alan is affiliated with the branch office located in Pepper Pike, OH. Alan specializes in Portfolio Management for Individuals and Selection of Other Advisers. Alan has passed the Securities Industry Essentials Examination, Investment Company Products/Variable Contracts Representative Examination, Uniform Investment Adviser Law Examination and Uniform Securities Agent State Law Examination. Alan's previous affiliations include J.P. Morgan Securities LLC, Citizens Securities, Inc., MML Investors Services, LLC, and NYLIFE Securities LLC.

Firm Information

Alan Soirefman 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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Alan Soirefman’s Registration & Firm History

OH

07/17/2019 - Present

KEY Investment Services LLC (PEPPER PIKE OH)

OH

09/30/2016 - 02/01/2019

J.P. MORGAN SECURITIES LLC (PARMA OH)

OH

11/17/2015 - 09/28/2016

CITIZENS SECURITIES, INC. (BROADVIEW HEIGHTS OH)

OH

07/15/2013 - 07/07/2014

MML INVESTORS SERVICES, LLC (CLEVELAND OH)

OH

03/07/2012 - 07/08/2013

NYLIFE SECURITIES LLC (SEVEN HILLS OH)

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Licenses & Designations

IA

Issued 06/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alan L Soirefman. Review regulatory record here.
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