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Emily Kate Ergun

KEY Investment Services LLC

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About Emily Kate Ergun

Emily Kate Ergun is a registered representative with Key Investment Services LLC, where she has been employed since August 2013. Emily Ergun is licensed to provide investment advice in 24 states and holds a Series 6, Series 7, Series 63 and Series 66 licenses. She has over 9 years of experience in the financial services industry. Key Investment Services LLC is an investment advisor firm that provides a variety of investment services to individuals, corporations, and institutions. The firm has over $4 billion in assets under management. Emily Ergun's primary area of specialization is in providing financial advice to individuals.

Firm Information

Emily Ergun 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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Emily Ergun’s Registration & Firm History

OH

06/29/2015 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 06/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/06/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Kate Ergun.
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