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Leonardo Mercado navarro

KEY Investment Services LLC

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About Leonardo Mercado navarro

Leonardo Mercado Navarro is a financial advisor registered with Key Investment Services LLC. Leonardo has been in the financial services industry since April 25, 2017, and has a Series 7, Series 66 and SIE license. Leonardo has been registered with Key Investment Services LLC since October 3, 2019 and is located in ELKHART, Indiana. Previously, Leonardo was employed at PNC INVESTMENTS in MISHAWAKA, Indiana. Leonardo specializes in financial planning for individuals and selection of other advisors.

Firm Information

Leonardo Mercado navarro 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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Leonardo Mercado navarro’s Registration & Firm History

IN

10/03/2019 - Present

KEY Investment Services LLC (ELKHART IN)

IN

05/19/2016 - 10/25/2018

PNC INVESTMENTS (MISHAWAKA IN)

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Licenses & Designations

BOTH

Issued 08/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leonardo Mercado navarro.
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