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Daniel Edward Hendel

KEY Investment Services LLC

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About Daniel Edward Hendel

Daniel Hendel is an investment advisor representative with Key Investment Services LLC. Daniel is based in Warminster, PA and has been in the industry since October 28, 2004. Daniel has registrations with Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Daniel's background includes experience with LPL Financial LLC and Hartford Life Distributors, LLC. Daniel holds licenses for Series 6, 7, 63, and 65 exams. Key Investment Services LLC is a registered investment advisor firm based in Brooklyn, Ohio. They specialize in providing financial planning and portfolio management services for individual and institutional clients.

Firm Information

Daniel Hendel 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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Daniel Hendel’s Registration & Firm History

PA

09/21/2016 - Present

KEY Investment Services LLC (WARMINSTER PA)

PA

11/16/2010 - 09/21/2016

LPL FINANCIAL LLC (WILLOW GROVE PA)

PA

10/22/2004 - 11/08/2010

HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 01/27/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/21/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Edward Hendel.
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