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Janine Noelle Williamson

KEY Investment Services LLC

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About Janine Noelle Williamson

Janine Williamson is a financial advisor with over 30 years of experience in the industry. Janine is currently registered with Key Investment Services LLC and has been with the firm since 2012. Prior to joining Key Investment Services, Janine worked at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, U.S. Bancorp Investments, Inc., WM Financial Services, Inc., and Waddell & Reed, Inc. Janine offers a wide range of financial services, including portfolio management, investment advisory services, and retirement planning. Janine is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Janine Williamson 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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Janine Williamson’s Registration & Firm History

OH

06/06/2012 - Present

KEY Investment Services LLC (BROOKLYN OH)

WA

01/03/2011 - 05/31/2012

WELLS FARGO ADVISORS, LLC (TACOMA WA)

WA

09/11/2009 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (PUYALLUP WA)

WA

06/22/2005 - 09/14/2009

U.S. BANCORP INVESTMENTS, INC. (BONNEY LAKE WA)

CA

08/08/2003 - 06/20/2005

WM FINANCIAL SERVICES, INC. (IRVINE CA)

MN

09/03/1997 - 01/10/2003

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

OR

02/05/1996 - 09/03/1997

U.S. BANCORP SECURITIES (PORTLAND OR)

KS

06/28/1991 - 05/22/1995

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 04/04/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/1996

Series 7 - General Securities Representative Examination

BC

Issued 05/31/1995

Series 52 - Municipal Securities Representative Examination

BC

Issued 06/26/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janine Noelle Williamson.
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