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Markus Williams

KEY Investment Services LLC

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About Markus Williams

Markus Williams is a financial advisor at Key Investment Services LLC. Markus has been in the industry since 2014. Markus is licensed to provide investment advice and securities services in New York. Markus's current and previous firms include PRUCO SECURITIES, LLC., ALLSTATE FINANCIAL SERVICES, LLC and MML INVESTORS SERVICES, LLC. Markus has experience providing financial services to corporations, charitable organizations, high net worth individuals, individuals other than high net worth, pension and profit sharing plans.

Firm Information

Markus Williams 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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Markus Williams’s Registration & Firm History

NY

11/18/2022 - Present

KEY Investment Services LLC (Niagara Falls NY)

NY

06/19/2019 - 09/02/2022

PRUCO SECURITIES, LLC. (Niagara Falls NY)

NY

01/30/2017 - 06/26/2019

ALLSTATE FINANCIAL SERVICES, LLC (Amherst NY)

NY

09/04/2014 - 01/03/2017

MML INVESTORS SERVICES, LLC (AMHERST NY)

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Licenses & Designations

IA

Issued 12/04/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Markus Williams.
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