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Tomisina D

Series 63, Series 66

Lakewood, NY

Key Investment Services LLc

Tomisina Dolecki is a financial advisor with Key Investment Services LLC in Lakewood, NY. She holds Series 63 and Series 66 licenses and has three years of industry experience. Her prior work includes roles at KeyBank, HomeTrust Bank, and M&T Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection and ongoing monitoring within the KeyCorp group.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Timur T

Series 63, Series 65

Lakewood, NY

Key Investment Services LLc

Timur Tyra is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Key Investment Services since 2005. Outside of his advisory role, he serves on the Finance Committee of Holy Apostles R.C. Parish, a Roman Catholic Church. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Cheryl H

Series 66

Lakewood, NY

Key Investment Services LLc

Cheryl Himmel is a Series 66-licensed financial advisor with Key Investment Services LLC based in Lakewood, NY. She has 25 years of industry experience and has been with Key Investment Services since 2006. Outside of her advisory role, she also works in retail, including positions as a sales associate at Old Navy and a style consultant at Target. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm focuses on client-directed investment choices supported by ongoing monitoring and due diligence, and operates as part of the KeyCorp group with integrated services linked to KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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