Maura Montana, financial advisor Highland Heights OH

Maura Montana

CRD Number: 6231026
Current Firm: Key Investment Services LLC

Maura Montana (CRD# 6231026) is an Investment Advisor Representative working at Key Investment Services LLC in Highland Heights, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services Cleveland, OH May 2019 - Current 2
Keybank Highland Heights, OH May 2019 - Current 2
Key Investment Services, LLC Cleveland, OH Jan 2018 - May 2019 1
Keybank Highland Heights, OH Jan 2018 - May 2019 1
Key Investment Services, LLC Cleveland, OH Feb 2017 - Jan 2018 < 1
Keybank Highland Heights, OH Feb 2017 - Jan 2018 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Aug 2016 - Nov 2016 < 1
Northwestern Mutual Investment Services, LLC Cleveland, OH Jun 2014 - Nov 2016 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2013 - Nov 2016 3
Unemployed Painesville, OH Jun 2013 - Aug 2013 < 1
Sushi Nara Oxford, OH Aug 2011 - May 2013 1
Miami U Oxford, OH Aug 2009 - May 2013 3
The Local Tavern Willoughby Hills, OH Jul 2012 - Aug 2012 < 1
Fox And Hound Mayfield Hts, OH Jul 2012 - Aug 2012 < 1
Cleveland State University Cleveland, OH May 2012 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Maura M. Montana
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,449
    MILLIONS
  • Total Number of Accounts
    21,284
    ACCOUNTS
  • Average Account Value
    $162,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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