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Roberta W
Series 63, Series 65, Series 66
Victor, NY
Key Investment Services LLC
Roberta Wagner is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She held previous positions at Merrill Lynch Pierce, Fenner & Smith, Inc. for 11 years and Citizens Securities Inc. for 4 years. Outside of her advisory role, she serves as secretary for the Victor Boy's Lacrosse Club, handling correspondence and event support. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with non-binding recommendations and ongoing monitoring.
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