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Janet M Gehen

KEY Investment Services LLC

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About Janet M Gehen

Janet M. Gehen is an active investment advisor representative. Janet has been in the industry for 20 years and has been with Key Investment Services LLC since March 2012. Janet holds a Series 7, Series 6, Series 63 and Series 66 licenses and has passed the SIE exam. Janet is registered in Florida and New York.

Firm Information

Janet Gehen 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 Gehen’s Registration & Firm History

OH

03/26/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

01/01/2005 - 01/31/2012

HSBC SECURITIES (USA) INC. (WILLIAMSVILLE NY)

NY

05/24/2001 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/23/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janet M Gehen.
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