linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tina Marie Munroe

KEY Investment Services LLC

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

About Tina Marie Munroe

Tina Marie Munroe has over 15 years of experience in the financial services industry. Tina is currently registered with Key Investment Services LLC as a Registered Representative and Investment Adviser Representative. Tina works with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Tina Munroe 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.

Tina Munroe’s Registration & Firm History

OH

04/11/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

FL

02/17/2021 - 05/18/2022

TRUIST INVESTMENT SERVICES, INC. (PALM BEACH FL)

VA

06/21/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

FL

04/03/2014 - 06/12/2018

WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH GARDENS FL)

NC

07/18/2012 - 01/04/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)

NC

03/19/2007 - 06/12/2012

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

Not sure if Tina Marie Munroe is right for you?

Licenses & Designations

BOTH

Issued 04/19/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/16/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tina Marie Munroe.
Not sure if Tina Marie Munroe is right for you?