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Paul Nicholas Karabatsos

KEY Investment Services LLC

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About Paul Nicholas Karabatsos

Paul Karabatsos is a financial professional with over 20 years of experience in the investment industry. Paul is a registered representative of Key Investment Services LLC. Paul holds the Series 63, Series 65, Series 7 and SIE licenses. Paul has previously worked at INVEST FINANCIAL CORPORATION, FIRSTMERIT SECURITIES, INC. and PRUDENTIAL SECURITIES INCORPORATED. Paul specializes in providing investment advice and portfolio management for individuals and other investment advisors.

Firm Information

Paul Karabatsos 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 Karabatsos’s Registration & Firm History

OH

05/10/2007 - Present

KEY Investment Services LLC (VERMILION OH)

OH

07/01/2005 - 04/04/2007

INVEST FINANCIAL CORPORATION (AMHERST OH)

OH

05/03/1999 - 07/01/2005

FIRSTMERIT SECURITIES, INC. (AKRON OH)

NY

01/30/1998 - 04/01/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Nicholas Karabatsos. Review regulatory record here.
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