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Jaime L Schimmel

KEY Investment Services LLC

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About Jaime L Schimmel

Jaime Schimmel is an investment professional with over six years of experience in the financial services industry. Jaime is currently registered with Key Investment Services LLC and holds a Series 7, Series 66, and Series 24 license. Jaime has prior experience at Ameriprise Financial Services, LLC, ESL Investment Services, LLC, and Citizens Securities, Inc. Jaime's professional experience includes working with a diverse client base of individuals, corporations, charitable organizations, and pension plans. Jaime has experience in providing financial planning, portfolio management, and selection of other advisors.

Firm Information

Jaime Schimmel 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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Jaime Schimmel’s Registration & Firm History

OH

06/01/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

03/06/2023 - 05/18/2023

AMERIPRISE FINANCIAL SERVICES, LLC (ROCHESTER NY)

NY

10/18/2018 - 11/01/2022

ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)

NY

08/29/2016 - 09/26/2018

CITIZENS SECURITIES, INC. (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 02/06/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2017

Series 24 - General Securities Principal Examination

BC

Issued 09/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime L Schimmel.
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