Advisor at key Investment Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
key Investment Services LLC
Location
Geneseo, NY 14454
Credentials
Series 63, Series 66
Industry experience
2 years
$0 - $1,000,000: 1.40% $1,000,001+: 1.00% $0 - $500,000: 0.20% to 0.16% depending on program and total assets under management with BNYMA $500,001 - $1,000,000: 0.17% to 0.13% depending on program and total assets under management with BNYMA $1,000,001+: 0.10% to 0.14% depending on program and total assets under management with BNYMA
Minimum fee: Ranges from $0.00 to $150.00 depending on program and assets under management
Key Investment Services, LLC
2024 - Present (2 years)
KeyBank
2024 - Present (2 years)
KeyBank
2020 - 2024 (4 years)
KeyBank
2017 - 2020 (3 years)
Fetch Logistics
2017 - 2017 (1 year)
Shoe Show Inc.
2014 - 2017 (3 years)
Daemen College
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Honeoye Falls, NY
Edward Jones
Series 66
Honeoye Falls, NY
Fidelity
Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.
Series 66
Avon, NY
Edward Jones
Series 66
Livonia, NY
Merrill
Steven Lang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, corporate benefits, executive and equity compensation services, family wealth management strategies, legacy planning, and retirement income. Steven holds a Bachelor's Degree from Hobart College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He approaches his work with compassion and empathy, aiming to treat clients with the care and attention typically reserved for family. Outside of his professional role, Steven enjoys ice hockey, woodworking, and spending time with his family.
Series 65
Honeoye Falls, NY
Gilbert Financial, LLC
Series 63, Series 65
Lakeville, NY
HYJC Capital of WNY
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