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Patricia Jean Linekin

KEY Investment Services LLC

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About Patricia Jean Linekin

Patricia Linekin has over 25 years of experience in the financial services industry. Patricia is a registered representative with Key Investment Services LLC and is licensed to provide investment advice in New Jersey and New York. Patricia's previous experience includes roles with LPL FINANCIAL LLC and Bear, Stearns & Co. Inc.. Patricia has a broad range of experience in the financial services industry, including portfolio management and financial planning. Key Investment Services LLC, a subsidiary of KeyBank, provides investment services to a wide range of clients, including individuals, families, and businesses. The firm has a strong commitment to providing clients with personalized service and tailored investment solutions.

Firm Information

Patricia Linekin 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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Patricia Linekin’s Registration & Firm History

NY

11/04/2021 - Present

KEY Investment Services LLC (PEARL RIVER NY)

NY

01/29/2013 - 09/21/2016

LPL FINANCIAL LLC (NEW CITY NY)

NY

07/27/1993 - 09/26/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Jean Linekin.
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