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Gisselle Holguin

KEY Investment Services LLC

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About Gisselle Holguin

Gisselle Holguin is a financial professional with over 6 years of experience in the industry. Gisselle is currently registered with Key Investment Services LLC and previously worked with firms such as LPL Financial LLC, M&T Securities, Inc., Wells Fargo Clearing Services, LLC, HSBC Securities (USA) Inc., and J.P. Morgan Securities LLC. Gisselle holds Series 6, Series 63 and SIE licenses. Gisselle has experience in providing financial services to individuals and businesses. Gisselle specializes in offering financial planning and portfolio management services.

Firm Information

Gisselle Holguin 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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Gisselle Holguin’s Registration & Firm History

NY

05/05/2022 - Present

KEY Investment Services LLC (Newburgh NY)

NY

06/09/2021 - 03/30/2022

LPL FINANCIAL LLC (NEW YORK NY)

NY

08/28/2019 - 06/09/2021

M&T SECURITIES, INC. (NEW YORK NY)

NY

06/21/2019 - 07/03/2019

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

NY

05/01/2017 - 11/17/2017

HSBC SECURITIES (USA) INC. (YONKERS NY)

NY

04/12/2016 - 03/30/2017

J.P. MORGAN SECURITIES LLC (BRONX NY)

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Licenses & Designations

BC

Issued 06/27/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gisselle Holguin.
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