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Tatiana Belova

KEY Investment Services LLC

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About Tatiana Belova

Tatiana Belova is an investment advisor representative at Key Investment Services LLC. She is registered with FINRA and has been in the industry for over 20 years. Tatiana holds a Series 66, Series 7TO, and SIE license. Her primary focus is on providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Her expertise includes advising clients on a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds. Tatiana is committed to providing her clients with personalized financial advice and investment solutions that meet their individual needs.

Firm Information

Tatiana Belova 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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Tatiana Belova’s Registration & Firm History

OH

04/01/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 03/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tatiana Belova.
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