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Katrina O
Series 63, Series 65
Niagara Falls, NY
Key Investment Services LLC
Katrina O'Sullivan is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with Key Investment Services since 2016. The firm is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. Key Investment Services offers multiple wrap programs and relies on a multi-provider model for portfolio management, integrating services with KeyCorp affiliates to provide comprehensive investment and advisory solutions.
Debbie S
Series 63, Series 66
Niagara Falls, NY
Key Investment Services LLC
Debbie Sawma is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has worked at Key Investment Services LLC since 2015 and previously spent 11 years at KeyBank. Outside of finance, she serves as vice president of Sawma's Car Care Inc, an automotive repair business owned by her spouse. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs supported by platform services from Envestnet and portfolio management from internal and third-party strategists.
Chyron W
Series 65, Series 63
Niagara Falls, NY
Key Investment Services LLC
Chyron Williamson is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Pacific Life Insurance, HSBC Securities, and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with a focus on non-discretionary portfolio management and integrates services from affiliated KeyCorp entities.
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