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Eric Alan Dworznik

KEY Investment Services LLC

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About Eric Alan Dworznik

Eric Alan Dworznik is a financial professional with over six years of experience in the industry. Eric is registered with Key Investment Services LLC and is licensed to provide investment advice and services in several states. Eric holds Series 7, 9, 10, 63, and 66 licenses and has passed the SIE exam. Prior to joining Key Investment Services LLC, Eric worked at PNC Investments. Eric provides investment advice to individuals, high-net-worth individuals, corporations, and other businesses. Eric has a diverse background with experience in financial services and sales.

Firm Information

Eric Dworznik 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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Eric Dworznik’s Registration & Firm History

OH

06/28/2024 - Present

KEY Investment Services LLC (Parma OH)

OH

05/24/2018 - 06/24/2024

PNC INVESTMENTS (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 11/22/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/05/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Alan Dworznik.
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