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Maura Montana Walter

KEY Investment Services LLC

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About Maura Montana Walter

Maura Montana Walter is an investment advisor representative with Key Investment Services LLC, with over 8 years of experience in the industry. Maura has Series 6, 7, 63, and 66 licenses as well as the Securities Industry Essentials Examination. In addition to her work as an advisor, Maura is also an active user of online social commerce marketplaces and has a strong focus on providing portfolio management services for individuals and selection of other advisors. Maura is currently registered in Indiana, Ohio, and Utah and is actively involved in providing financial services to a diverse clientele.

Firm Information

Maura Walter 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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Maura Walter’s Registration & Firm History

OH

11/30/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

08/27/2014 - 12/14/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 05/21/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2018

Series 7 - General Securities Representative Examination

BC

Issued 08/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maura Montana Walter.
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