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Albina B
Series 63, Series 66
Camillus, NY
Key Investment Services LLC
Albina Balkic is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with Key Investment Services LLC since 2016, including her current role since 2021, and previously held positions at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.
Collin A
Series 66
Camillus, NY
Key Investment Services LLC
Collin Avery is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at KeyBank, Mariner Finance, and Sir Walter Chevrolet. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client involvement in investment strategy selection and provides ongoing monitoring, due diligence, and supervisory oversight while working within the KeyCorp group and collaborating with affiliated entities.
James K
Series 63, Series 65
Camillus, NY
Key Investment Services LLC
James Keller III is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Principal Securities and KeyBank before joining Key Investment Services LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection, provides access to third-party discretionary managers, and operates within the KeyCorp group with affiliated banking and capital markets entities.
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