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Kelly L Patricia

KEY Investment Services LLC

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About Kelly L Patricia

Kelly L Patricia is a financial professional with over 3 years of experience in the industry. Kelly is currently registered with Key Investment Services LLC as a registered representative, and holds the Series 6, Series 63 and SIE licenses. Kelly is also registered with the state of New York. Kelly has been with Key Investment Services LLC since 2018 and has a strong track record of providing comprehensive financial advice to clients, including high-net-worth individuals, corporations, and pension and profit sharing plans. Kelly specializes in Portfolio Management for individuals and Selection of Other Advisers. Prior to joining Key Investment Services LLC, Kelly worked with the company in Albany, New York. Kelly's previous experience and current role at Key Investment Services LLC make Kelly well-suited to providing clients with personalized and effective financial planning solutions.

Firm Information

Kelly Patricia 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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Kelly Patricia’s Registration & Firm History

OH

07/02/2018 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

06/21/2013 - 09/22/2016

KEY INVESTMENT SERVICES LLC (ALBANY NY)

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Licenses & Designations

BC

Issued 01/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly L Patricia.
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