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Margo Poulin Reis

KEY Investment Services LLC

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About Margo Poulin Reis

Margo Reis is an investment advisor representative with Key Investment Services LLC. Margo has been in the industry since 2003. Margo is registered in 25 states, including Maine, New York, Florida, and Texas, among others, and is also registered with FINRA. Margo has passed the Series 7 and SIE exams and has been registered with Key Investment Services LLC since 2011. Key Investment Services LLC is a financial advisor with offices in Brooklyn, Ohio, and Yarmouth, Maine. Key Investment Services LLC manages over $4 billion in assets and specializes in financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Margo Reis 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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Margo Reis’s Registration & Firm History

ME

06/07/2011 - Present

KEY Investment Services LLC (Yarmouth ME)

ME

10/09/2003 - 01/18/2006

MCDONALD INVESTMENTS INC. (BETHEL ME)

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Licenses & Designations

BOTH

Issued 12/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margo Poulin Reis.
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