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Doreen Marie Johnson

KEY Investment Services LLC

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About Doreen Marie Johnson

Doreen Marie Johnson is a registered representative with Key Investment Services LLC, a broker-dealer, and an investment adviser. Doreen has been in the securities industry since 2005. She is registered to provide securities and investment advisory services in New York. Her office is located in Amherst, NY. Doreen has a Series 7TO, SIE, and Series 6 license. She is also licensed in New York. She has previously worked at HSBC Securities (USA) Inc. and CCO Investment Services Corp.

Firm Information

Doreen Johnson 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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Doreen Johnson’s Registration & Firm History

NY

10/26/2011 - Present

KEY Investment Services LLC (Amherst NY)

NY

07/23/2007 - 04/20/2011

HSBC SECURITIES (USA) INC. (BUFFALO NY)

NY

12/01/2005 - 06/29/2007

CCO INVESTMENT SERVICES CORP. (WEST SENECA NY)

OH

07/18/2005 - 12/01/2005

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 09/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Doreen Marie Johnson.
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