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Karidja Honorine Rea

KEY Investment Services LLC

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About Karidja Honorine Rea

Karidja Honorine Rea is a financial professional with over 15 years of experience in the industry. Karidja is currently registered with Key Investment Services LLC and holds Series 6, 63, and SIE licenses. Karidja has previously worked for several other financial institutions including J.P. Morgan Securities LLC, U.S. Bancorp Investments, Inc., and HSBC Securities (USA) Inc. Karidja has experience providing investment advisory services to individuals, corporations, and charitable organizations.

Firm Information

Karidja Rea 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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Karidja Rea’s Registration & Firm History

OH

03/28/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

OR

06/20/2018 - 04/07/2021

J.P. MORGAN SECURITIES LLC (PORTLAND OR)

OR

12/18/2017 - 06/05/2018

U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)

NY

02/01/2016 - 08/02/2017

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/26/2014 - 01/13/2016

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

NY

10/01/2012 - 08/07/2014

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

11/20/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK, NY)

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Licenses & Designations

BC

Issued 12/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karidja Honorine Rea.
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