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Christina M Bates

KEY Investment Services LLC

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About Christina M Bates

Christina Bates is a financial professional with over 10 years of experience in the investment industry. Christina currently works as a registered representative for Key Investment Services LLC, and is registered to provide investment advice in 20 states. Christina holds a Series 6, 7, 63, and 66 license, as well as the Securities Industry Essentials Examination (SIE). Christina is licensed to provide investment advice to a range of clients, including high-net-worth individuals, businesses, corporations, trusts and pension plans.

Firm Information

Christina Bates 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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Christina Bates’s Registration & Firm History

WA

07/20/2018 - Present

KEY Investment Services LLC (Lakewood WA)

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Licenses & Designations

BOTH

Issued 07/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/23/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christina M Bates.
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