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Billie jo McWilliams

KEY Investment Services LLC

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About Billie jo McWilliams

Billie jo McWilliams is an investment advisor representative with Key Investment Services LLC. Billie jo has been in the industry since October 15, 2017, and has experience working at INFINEX INVESTMENTS, INC. and SANTANDER SECURITIES LLC. Billie jo is registered in Connecticut and holds Series 6, Series 63, and SIE licenses. Billie jo has worked with individuals, corporations, and charitable organizations. Key Investment Services LLC specializes in providing portfolio management for individuals and selection of other advisors.

Firm Information

Billie jo McWilliams 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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Billie jo McWilliams’s Registration & Firm History

CT

02/20/2020 - Present

KEY Investment Services LLC (Avon CT)

CT

05/21/2018 - 01/15/2020

INFINEX INVESTMENTS, INC. (Bristol CT)

CT

09/11/2017 - 06/01/2018

SANTANDER SECURITIES LLC (BRISTOL CT)

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Licenses & Designations

BC

Issued 10/02/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Billie jo McWilliams.
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