linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lisa Marie Porpora

KEY Investment Services LLC

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

About Lisa Marie Porpora

Lisa Marie Porpora is a financial advisor working with Key Investment Services LLC. Lisa Marie Porpora has been in the industry since 1996 and has a strong background in providing investment advice to individuals, corporations, and charitable organizations. Lisa Marie Porpora is registered with the state of Oregon and holds the Series 7, 63 and 66 licenses. Lisa Marie Porpora is dedicated to providing her clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Lisa Porpora 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Lisa Porpora’s Registration & Firm History

OR

06/15/2015 - Present

KEY Investment Services LLC (Aloha OR)

OH

12/11/2000 - 01/18/2006

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

06/29/1998 - 04/02/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

VA

06/12/1997 - 09/28/1998

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CA

01/10/1997 - 03/11/1997

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

CA

01/03/1995 - 01/07/1997

MURPHEY FAVRE, INC. (IRVINE CA)

Not sure if Lisa Marie Porpora is right for you?

Licenses & Designations

BOTH

Issued 06/15/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Marie Porpora.
Not sure if Lisa Marie Porpora is right for you?