Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelley Sue Syphers

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelley? Claim Your Profile

About Kelley Sue Syphers

Kelley Sue Syphers is a financial advisor at Key Investment Services LLC. She has been in the financial industry for over 6 years. Her primary focus is on providing investment advice and portfolio management services to individuals and businesses. She has a strong background in financial planning, and her experience includes working with clients in various investment situations. She is a registered representative with FINRA and holds Series 6, 63, and SIE licenses. Kelley's primary branch office is located in Brooklyn, OH.

Firm Information

Kelley Syphers 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelley Syphers’s Registration & Firm History

OH

06/26/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

06/26/2015 - 08/20/2021

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

Not sure if Kelley Sue Syphers is right for you?

Licenses & Designations

BC

Issued 07/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelley Sue Syphers.
Not sure if Kelley Sue Syphers is right for you?