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Benjamin Hunter Pintaric

KEY Investment Services LLC

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About Benjamin Hunter Pintaric

Benjamin Pintaric is a financial professional with over 15 years of experience in the investment industry. Benjamin is currently registered with Key Investment Services LLC, a firm with a focus on individual and institutional clients. Benjamin's prior experience includes roles with Mutual of Omaha Investor Services, Inc., Symetra Securities, Inc. and Jackson National Life Distributors LLC. Benjamin has a wide range of knowledge and experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Benjamin is a Series 6, 7, 63, 66, 99 and SIE licensed financial professional.

Firm Information

Benjamin Pintaric 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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Benjamin Pintaric’s Registration & Firm History

OH

11/20/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

CO

06/20/2022 - 09/14/2022

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CENTENNIAL CO)

WA

09/30/2013 - 11/11/2021

SYMETRA SECURITIES, INC. (BELLEVUE WA)

WA

05/05/2011 - 09/30/2013

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

CO

09/26/2005 - 05/06/2011

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 11/17/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Hunter Pintaric.
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