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Paula J Walker

KEY Investment Services LLC

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About Paula J Walker

Paula J Walker is a financial advisor with Key Investment Services LLC in Mansfield, OH. Paula has been working in the financial industry since 2004 and has a diverse background in investments. She specializes in individual clients and provides financial advice and portfolio management services. Paula is registered with the state of Ohio and holds FINRA Series 6, Series 63, Series 6TO, and SIE licenses.

Firm Information

Paula Walker 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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Paula Walker’s Registration & Firm History

OH

11/06/2020 - Present

KEY Investment Services LLC (MANSFIELD OH)

IN

07/19/2016 - 11/17/2016

KEY INVESTMENT SERVICES LLC (INDIANAPOLIS IN)

OH

09/23/2008 - 03/27/2015

KEY INVESTMENT SERVICES LLC (MANSFIELD OH)

OH

07/06/2005 - 07/15/2008

CHASE INVESTMENT SERVICES CORP. (ZANESVILLE OH)

IL

01/23/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 03/08/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2020

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

BC

Issued 11/17/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paula J Walker.
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