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Debbie Lynn Sawma

KEY Investment Services LLC

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About Debbie Lynn Sawma

Debbie Lynn Sawma is a financial advisor who has been in the industry since November 3, 2009. Debbie is currently registered with Key Investment Services LLC and has been with the firm since June 2009. Debbie has a wide range of experience in the financial industry and is committed to providing her clients with the best possible service. Debbie specializes in financial planning, portfolio management for individuals and selection of other advisors. Debbie holds several securities licenses, including Series 6, Series 7, Series 63 and Series 66. Debbie is also registered as an Investment Advisor Representative in New York.

Firm Information

Debbie Sawma 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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Debbie Sawma’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Niagara Falls NY)

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Licenses & Designations

BOTH

Issued 05/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debbie Lynn Sawma.
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