Tanya Knight (CRD# 6616216) is an Investment Advisor Representative working at Key Investment Services LLC in Eastlake, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
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Independence Capital Company, Inc.
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The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Brooklyn, OH | Apr 2022 - Current | 2 |
| Keybank | Eastlake, OH | Apr 2022 - Current | 2 |
| Key Investment Services | Cleveland, OH | May 2020 - Apr 2022 | 1 |
| Keybank | Eastlake, OH | Apr 2020 - Apr 2022 | 2 |
| Key Investment Services | Cleveland, OH | May 2019 - May 2020 | 1 |
| Keybank | Eastlake, OH | May 2019 - May 2020 | 1 |
| Key Bank | Beachwood, Pepper Pike, OH | Feb 2016 - May 2019 | 3 |
| Key Investment Services LLC | Cleveland, OH | Feb 2016 - Aug 2016 | < 1 |
| Key Bank | Chesterland, OH | Aug 2015 - Feb 2016 | < 1 |
| Keybank | Pepper Pike, Chardon, OH | May 2015 - Aug 2015 | < 1 |
| Citizens Bank | Mentor, OH | Jun 2003 - May 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- OH
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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)
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