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Karl W

Series 66

Erie, PA

Key Investment Services LLC

Karl Wollman Jr. is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments and PNC Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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