linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cynthia Sue Switalski

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cynthia? Claim Your Profile

About Cynthia Sue Switalski

Cynthia Switalski is a registered representative with Key Investment Services LLC, located in Mishawaka, Indiana. Cynthia has been in the securities industry since September 22, 1996 and holds both Series 63 and 66 licenses. She is a licensed investment advisor representative for the state of Indiana. Cynthia's previous experience includes positions with McDonald Investments Inc. and Wall Street Investor Services.

Firm Information

Cynthia Switalski 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cynthia Switalski’s Registration & Firm History

IN

03/15/2017 - Present

KEY Investment Services LLC (MISHAWAKA IN)

IN

10/06/2003 - 01/18/2006

MCDONALD INVESTMENTS INC. (SOUTH BEND IN)

OH

05/14/1999 - 08/14/2003

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

03/11/1997 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

NY

08/09/1994 - 03/17/1995

WALL STREET INVESTOR SERVICES (NEW YORK NY)

Not sure if Cynthia Sue Switalski is right for you?

Licenses & Designations

BOTH

Issued 03/15/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/1990

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Sue Switalski.
Not sure if Cynthia Sue Switalski is right for you?