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Diana Schiers George

KEY Investment Services LLC

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About Diana Schiers George

Diana Schiersch George has been in the financial services industry since 2003. Diana is currently registered with Key Investment Services LLC and is also a registered investment advisor in Utah. Diana has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Zions Direct, Inc., and Wells Fargo Investments, LLC. Diana holds Series 7, 7TO, 63, 65, and 66 securities licenses. Diana specializes in portfolio management for individuals and selection of other advisors.

Firm Information

Diana George 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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Diana George’s Registration & Firm History

OH

10/27/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

UT

12/02/2019 - 08/21/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)

UT

01/11/2013 - 10/09/2015

WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)

UT

09/06/2012 - 12/06/2012

ZIONS DIRECT, INC. (SALT LAKE CITY UT)

UT

12/08/2003 - 12/21/2010

WELLS FARGO INVESTMENTS, LLC (BOUNTIFUL UT)

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Licenses & Designations

BOTH

Issued 03/12/2020

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/13/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/12/2019

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diana Schiers George.
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