Unclaimed
Cheryl Ann Himmel is a financial advisor at Key Investment Services LLC. Cheryl has been working in the financial services industry since 2001. Cheryl is registered with the states of New York and Pennsylvania. Cheryl has passed the Series 66, Series 7 and SIE exams. Key Investment Services LLC specializes in providing investment advisory services to individuals, high net worth individuals, corporations and other businesses, charitable organizations and pension and profit sharing plans. Key Investment Services LLC is a registered investment advisor with the Securities and Exchange Commission and has approximately $1 billion to $10 billion in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/26/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
02/13/2001 - 01/11/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 10/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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