Heriberto A Regino
Advisor at Key Investment Services LLc — Longview, WA
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.
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.
Credentials
Series 66
Experience Industry experience
1 year
Location
Longview, WA 98632
Key Investment Services LLc
Enterprise
Heriberto Regino is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes a role at KeyBank NA and several years in education at Central Washington University and local schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside related banking and capital markets entities.
Based on Key Investment Services LLc
Based on Key Investment Services LLc
$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)
Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.
Longview, WA
1750 Hudson Street
Longview WA 98632
Advisors at this office
1
Washington
1 year of industry experience
Key Investment Services LLC
2025 - Present • 1 year
Brooklyn, OH
KeyBank NA
2024 - 2024 • 1 year
Centralia, WA
Central Washington University
2021 - 2025 • 4 years
Ellensburg, WA
Winlock High School
2017 - 2021 • 4 years
Winlock, WA
Winlock Middle School
2014 - 2017 • 3 years
Winlock, WA
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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.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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