Unclaimed Profile

Barbara Jean Pal

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record5 years registeredKEY INVESTMENT SERVICES LLC

4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 4315279Firm CRD# 136300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barbara Jean Pal · BROOKLYN, OH

Registration

CRD #4315279 · KEY INVESTMENT SERVICES LLC · 5 years registered

Brand Profile

Not yet started

Career History

KEY INVESTMENT SERVICES LLC

Jan 2024 – present

SECURITIES AMERICA ADVISORS, INC.

Sep 2023 – Jan 2024

LA VISTA, NE

KEY INVESTMENT SERVICES LLC

Jan 2021 – Sep 2023

BROOKLYN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · January 6, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEY INVESTMENT SERVICES LLC

CRD 136300 · SEC 801-65060

AUM

$4.2B

Regulatory assets under management

Employees

1,098

26,437 client accounts

Services offered by KEY INVESTMENT SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KEY INVESTMENT SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Barbara Jean Pal offer?

Barbara Jean Pal specializes in Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, Ohio for a consultation.

What are Barbara Jean Pal's credentials?

Barbara Jean Pal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Jean Pal located?

Barbara Jean Pal is based in BROOKLYN, Ohio, working with KEY INVESTMENT SERVICES LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.

How does Barbara Jean Pal charge for services?

Barbara Jean Pal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEY INVESTMENT SERVICES LLC?

KEY INVESTMENT SERVICES LLC has approximately 1098 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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