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Emmanuel Garcia

KEY Investment Services LLC

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About Emmanuel Garcia

Emmanuel Garcia is an Investment Advisor Representative with Key Investment Services LLC. Emmanuel Garcia is licensed to provide investment advice in Washington and is a registered Investment Advisor Representative. Emmanuel Garcia has been in the securities industry for over 22 years. Emmanuel Garcia has passed the Uniform Securities Agent State Law Examination (Series 63), the Uniform Investment Adviser Law Examination (Series 65), and the Securities Industry Essentials Examination (SIE). Emmanuel Garcia has a professional background in the financial services industry, having worked at Global Credit Union and Wells Fargo Bank. Key Investment Services LLC is a registered investment adviser with the SEC that manages over $1 billion in assets. The firm provides investment advice to individuals, corporations, and other entities, and specializes in investment management and selection of other advisers.

Firm Information

Emmanuel Garcia 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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Emmanuel Garcia’s Registration & Firm History

OH

08/12/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BC

Issued 02/19/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/09/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emmanuel Garcia.
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