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Ruth Anne Pak

KEY Investment Services LLC

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About Ruth Anne Pak

Ruth Anne Pak is an experienced financial professional with over 20 years of experience in the industry. Ruth Anne is a Series 7, 27, 99TO, and SIE licensed professional. Ruth Anne's current affiliations include Key Investment Services LLC, where she has been a Registered Representative since 2019, and Keybanc Capital Markets Inc. Ruth Anne's prior experience includes NatCity Investments, Inc. Ruth Anne specializes in portfolio management for individuals and investment companies.

Firm Information

Ruth Pak 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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Ruth Pak’s Registration & Firm History

OH

07/01/2019 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

02/24/1999 - 12/15/2000

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 09/29/2016

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ruth Anne Pak.
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