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Denise Renee Fissell

KEY Investment Services LLC

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About Denise Renee Fissell

Denise Renee Fissell is a financial advisor with Key Investment Services LLC. Denise has been in the industry since January 29, 2003. Denise is registered with the state of New York and North Carolina. Key Investment Services LLC is a financial firm headquartered in Brooklyn, Ohio. The firm has approximately $1 billion to $10 billion in assets under management. The firm provides a variety of financial services including portfolio management for individuals and selection of other advisors.

Firm Information

Denise Fissell 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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Denise Fissell’s Registration & Firm History

OH

05/10/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

01/18/2006 - 05/02/2022

KEY INVESTMENT SERVICES LLC (Cobleskill NY)

OH

05/22/2003 - 01/18/2006

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

02/02/2001 - 06/01/2001

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 07/10/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denise Renee Fissell.
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