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Timothy P

Series 63, Series 65

Rochester, NY

Key Investment Services LLC

Timothy Pelcher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at LPL Financial, HSBC Securities (USA) Inc., and Chase Investment Services Corp. Outside of his advisory work, he is co-owner of rental properties, which he manages outside of trading hours. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider platform combining discretionary implementation and third-party portfolio design, with a focus on mostly non-discretionary asset management and integration with KeyCorp affiliates.

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