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Belinda Ayala

KEY Investment Services LLC

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About Belinda Ayala

Belinda Ayala is a registered representative with Key Investment Services LLC. Belinda has been in the industry since 2020 and holds the Series 63, Series 6TO and SIE licenses. Belinda is registered with the state of Colorado and California. Key Investment Services LLC is a firm based in Brooklyn, Ohio. The firm has over 1000 employees and manages over $4 Billion in assets. The firm provides investment services to a variety of clients, including individuals, corporations, pension plans, and charitable organizations.

Firm Information

Belinda Ayala 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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Belinda Ayala’s Registration & Firm History

CO

10/18/2023 - Present

KEY Investment Services LLC (Longmont CO)

CO

07/10/2020 - 10/25/2022

J.P. MORGAN SECURITIES LLC (LONGMONT CO)

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Licenses & Designations

BC

Issued 02/26/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2020

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Belinda Ayala.
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