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Luis Enrique Mancipe

KEY Investment Services LLC

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About Luis Enrique Mancipe

Luis Mancipe is a registered investment advisor representative with Key Investment Services LLC. Luis is also a registered investment advisor in Oregon. Luis's career in the financial industry spans over seven years. Luis previously worked as an investment advisor representative with Wells Fargo Clearing Services, LLC, and KeyBank. Luis is committed to providing financial advice and services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Luis holds the Series 7, Series 6, Series 63, Series 66, and SIE licenses.

Firm Information

Luis Mancipe 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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Luis Mancipe’s Registration & Firm History

OH

11/17/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

OR

01/10/2018 - 09/03/2021

KEY INVESTMENT SERVICES LLC (Wilsonville OR)

OR

10/08/2016 - 01/09/2018

WELLS FARGO CLEARING SERVICES, LLC (CANBY OR)

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Licenses & Designations

BOTH

Issued 11/15/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2022

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

BC

Issued 05/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luis Enrique Mancipe.
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