linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nikki Sue Taylor

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nikki? Claim Your Profile

About Nikki Sue Taylor

Nikki Sue Taylor is a financial advisor with Key Investment Services LLC, and has been in the industry since 2003. Nikki Sue Taylor is registered with the state of New York and has passed the Series 6, Series 63 and SIE exams. Nikki Sue Taylor has previous experience with LPL Financial LLC and HSBC Securities (USA) Inc. Nikki Sue Taylor specializes in portfolio management for individuals and the selection of other advisors.

Firm Information

Nikki Taylor 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nikki Taylor’s Registration & Firm History

NY

10/11/2022 - Present

KEY Investment Services LLC (Baldwinsville NY)

NY

09/21/2016 - 02/11/2021

KEY INVESTMENT SERVICES LLC (BALDWINSVILLE NY)

NY

11/09/2012 - 09/21/2016

LPL FINANCIAL LLC (LIVERPOOL NY)

NY

01/01/2005 - 05/15/2012

HSBC SECURITIES (USA) INC. (SYRACUSE NY)

NY

11/17/2000 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

Not sure if Nikki Sue Taylor is right for you?

Licenses & Designations

BC

Issued 11/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nikki Sue Taylor.
Not sure if Nikki Sue Taylor is right for you?