Albina Balkic (CRD# 6194000) is an Investment Advisor Representative working at Key Investment Services LLC in Camillus, NY and has over 10 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Syracuse, NY | Apr 2021 - Current | 3 |
| Key Investment Services LLC | Syracuse, NY | Sep 2016 - Apr 2021 | 4 |
| Keybank | Liverpool, NY | Sep 2016 - Apr 2021 | 4 |
| Lpl Financial LLC | Charlotte, NC | Jun 2013 - Sep 2016 | 3 |
| First Niagar Bank | Manlius, NY | May 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- NY
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Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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