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Wendy Ann Nanna

KEY Investment Services LLC

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About Wendy Ann Nanna

Wendy Ann Nanna is an investment advisor representative with Key Investment Services LLC, a firm with a history of success in the financial industry. Wendy's experience in the investment industry dates back to 1994. Wendy has a diverse background in the financial services industry.

Firm Information

Wendy Nanna 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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Wendy Nanna’s Registration & Firm History

OH

12/07/2016 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

09/18/2013 - 12/07/2016

M&T SECURITIES, INC. (BUFFALO NY)

NY

10/19/2011 - 09/27/2013

INVESTACORP, INC. (BUFFALO NY)

NY

03/17/2010 - 10/28/2011

HORNOR, TOWNSEND & KENT, INC. (BUFFALO NY)

NY

05/27/2009 - 03/30/2010

SECURITIES AMERICA, INC. (BUFFALO NY)

NY

10/14/2005 - 07/16/2007

CITIGROUP GLOBAL MARKETS INC. (BUFFALO NY)

NE

02/28/2002 - 09/27/2005

SECURITIES AMERICA, INC. (LAVISTA NE)

OH

05/14/1999 - 01/08/2002

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

11/29/1995 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

MD

02/17/1995 - 11/28/1995

M&T SECURITIES, INC. (BALTIMORE MD)

OH

02/19/1993 - 01/27/1995

KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)

NY

11/12/1992 - 02/12/1993

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BC

Issued 01/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Ann Nanna.
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