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Krista Jean Galanin

KEY Investment Services LLC

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About Krista Jean Galanin

Krista Galanin is a financial advisor with over 16 years of experience in the industry. Currently, Krista Galanin is registered with KEY Investment Services LLC in WA. She has also worked with Chase Investment Services Corp. and WAMU INVESTMENTS, INC. Krista Galanin has a strong background in financial services, holding Series 6, 7, and 66 licenses. She offers a variety of financial services to individuals and businesses, including portfolio management, investment advisory services, and financial planning. Krista Galanin is dedicated to helping clients reach their financial goals and has a strong commitment to providing exceptional customer service.

Firm Information

Krista Galanin 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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Krista Galanin’s Registration & Firm History

WA

09/05/2014 - Present

KEY Investment Services LLC (Lakewood WA)

WA

05/02/2009 - 08/04/2010

CHASE INVESTMENT SERVICES CORP. (FEDERAL WAY WA)

WA

12/13/2007 - 05/02/2009

WAMU INVESTMENTS, INC. (FEDERAL WAY WA)

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Licenses & Designations

BOTH

Issued 09/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2010

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Krista Jean Galanin. Review regulatory record here.
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