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Mackenzie L Valentine

KEY Investment Services LLC

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About Mackenzie L Valentine

Mackenzie Valentine is a financial advisor with Key Investment Services LLC in WESTERVILLE, OH. Mackenzie is a licensed financial advisor with over 18 years of experience in the financial services industry. Mackenzie has held licenses with several firms including Fifth Third Securities, Inc. and Chase Investment Services Corp. Mackenzie is registered with the state of Ohio. Mackenzie specializes in Portfolio Management for Individuals and Selection of Other Advisors.

Firm Information

Mackenzie Valentine 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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Mackenzie Valentine’s Registration & Firm History

OH

09/24/2008 - Present

KEY Investment Services LLC (WESTERVILLE OH)

OH

10/03/2007 - 09/11/2008

FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)

OH

07/06/2005 - 08/28/2007

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

IL

01/24/2005 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/09/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mackenzie L Valentine.
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