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Hector Miguel Reyna roman

KEY Investment Services LLC

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About Hector Miguel Reyna roman

Hector Miguel Reyna roman is a financial advisor with over 10 years of experience in the industry. Hector Miguel Reyna roman is currently registered with Key Investment Services LLC and has been with the firm since August 2024. Prior to joining Key Investment Services LLC, Hector Miguel Reyna roman was employed by U.S. Bancorp Investments, Inc. and Wells Fargo Clearing Services, LLC. Hector Miguel Reyna roman is licensed to provide securities and investment advisory services in Washington. Hector Miguel Reyna roman holds the Series 7TO, Series 66, and SIE licenses.

Firm Information

Hector Reyna roman 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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Hector Reyna roman’s Registration & Firm History

OH

08/16/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

AZ

08/02/2023 - 05/30/2024

U.S. BANCORP INVESTMENTS, INC. (Phoenix AZ)

AZ

01/13/2022 - 08/10/2023

WELLS FARGO CLEARING SERVICES, LLC (GOODYEAR AZ)

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Licenses & Designations

BOTH

Issued 03/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hector Miguel Reyna roman.
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