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Michael W

Series 66, Series 63

Williamsville, NY

Key Investment Services LLC

Michael Walker is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes positions at KeyBank, Canisius College, and Fredonia University. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary implementation and offers multiple wrap programs alongside custodial, trade execution, and ancillary insurance services.

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

Series 63, Series 65

Williamsville, NY

Key Investment Services LLC

Benjamin Moloney is a financial advisor with Key Investment Services LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at HSBC Bank USA, HSBC Securities, Prestige Asset Distribution, and Morgan Stanley. 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 clients through a network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services, with an emphasis on non-discretionary portfolio management and wrap-fee programs.

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