Invested Better
Unclaimed

Unclaimed

Unclaimed

Ken janith De la coste Garcia

KEY Investment Services LLC

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

About Ken janith De la coste Garcia

Ken janith De la coste Garcia is a registered representative and investment advisor representative with Key Investment Services LLC in Anchorage, AK. Ken janith has over 2 years of experience in the financial services industry. Ken janith is registered to conduct business in Alaska. Ken janith has passed the Series 63, Series 6TO and SIE exams. Ken janith specializes in providing financial advice to individuals and families, and has expertise in investment company products and variable contracts. Ken janith previously worked at WELLS FARGO CLEARING SERVICES, LLC in Anchorage, AK.

Firm Information

Ken janith Garcia 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.

Ken janith Garcia’s Registration & Firm History

AK

08/26/2024 - Present

KEY Investment Services LLC (Anchorage AK)

AK

10/05/2022 - 04/18/2024

WELLS FARGO CLEARING SERVICES, LLC (ANCHORAGE AK)

Not sure if Ken janith De la coste Garcia is right for you?

Licenses & Designations

BC

Issued 10/17/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ken janith De la coste Garcia.
Not sure if Ken janith De la coste Garcia is right for you?