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Paul F Reyes

KEY Investment Services LLC

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About Paul F Reyes

Paul F. Reyes is a financial advisor registered with KEY Investment Services LLC and holds a Series 63, Series 6TO and SIE licenses. Paul is a financial advisor who works with a wide range of clients, including individuals, businesses, pension and profit-sharing plans, and charitable organizations. Paul has been working in the financial industry since 2021 and has experience working with J.P. Morgan Securities LLC. Paul's main office is in Norwalk, CT at 79 New Canaan Avenue, and Paul is licensed to sell securities in Connecticut.

Firm Information

Paul Reyes 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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Paul Reyes’s Registration & Firm History

CT

03/17/2023 - Present

KEY Investment Services LLC (Norwalk CT)

CT

06/10/2021 - 12/08/2022

J.P. MORGAN SECURITIES LLC (BRIDGEPORT CT)

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Licenses & Designations

BC

Issued 06/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul F Reyes.
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