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Rosemary Diane Delecki

KEY Investment Services LLC

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About Rosemary Diane Delecki

Rosemary Diane Delecki is an investment professional with over 30 years of experience in the financial services industry. Currently, Rosemary is an Investment Advisor Representative at Key Investment Services LLC, where she has been employed since January 2006. Prior to joining Key Investment Services LLC, Rosemary worked at McDonald Investments Inc., Key Investments Inc. and Smith Barney Inc.. Rosemary is registered in New York. Rosemary is a Series 7, Series 24, Series 63 and SIE licensed individual.

Firm Information

Rosemary Delecki 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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Rosemary Delecki’s Registration & Firm History

OH

01/09/2006 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

05/14/1999 - 01/11/2006

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

01/08/1997 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

NY

10/11/1994 - 11/13/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

07/31/1993 - 06/28/1994

SMITH BARNEY INC. (NEW YORK NY)

NY

06/16/1993 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

MO

09/15/1988 - 06/11/1993

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NA

04/20/1988 - 09/10/1988

LUCIANO SECURITIES, INC.

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Licenses & Designations

BC

Issued 06/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosemary Diane Delecki.
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