linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Robert Beck

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Robert Beck

Steven Robert Beck is a financial advisor with over 30 years of experience in the industry. Steven currently works with Key Investment Services LLC. Steven has been registered with this firm since 2006. Steven is also registered in Alaska, Arizona, California, Florida, Idaho, Montana, Oregon, South Carolina, Texas, Washington and Wisconsin. Steven has passed the Series 7, Series 63, Series 65 and SIE exams. Steven is actively involved in the industry and is a strong advocate for his clients.

Firm Information

Steven Beck 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Beck’s Registration & Firm History

OH

01/03/2006 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

07/10/1992 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

NY

10/24/1989 - 07/01/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

06/20/1989 - 10/25/1989

BARABAN SECURITIES, INC. (LOS ANGELES CA)

Not sure if Steven Robert Beck is right for you?

Licenses & Designations

IA

Issued 05/08/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Robert Beck. Review regulatory record here.
Not sure if Steven Robert Beck is right for you?