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Janet Catherine Burns

KEY Investment Services LLC

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About Janet Catherine Burns

Janet Catherine Burns is a financial professional with over 18 years of experience in the financial services industry. Janet is a registered representative with Key Investment Services LLC and Keybanc Capital Markets Inc., and holds the Series 63, Series 7, Series 24 and SIE licenses. Her areas of expertise include providing financial planning and portfolio management services for individuals. Janet has a history of working with clients of all sizes, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Janet Burns 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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Janet Burns’s Registration & Firm History

OH

09/07/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

06/30/2014 - 10/29/2014

SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)

OH

10/04/2004 - 06/25/2014

KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 10/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Janet Catherine Burns.
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