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Amy Cheng Valentine

Key Investment Services LLC

Brooklyn, OH

Canfield, OH

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Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-04
  • OH RA
    APPROVED
    Since 2026-05-04

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

4137 Boardman Canfield Road, Canfield, OH 44406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Akron OH 01/2014 10/2018
Lpl Financial Llc Brecksville OH 11/2018 01/2023
Planned Financial Services Cleveland OH 11/2018 01/2023
Key Bank Na Westlake OH 01/2023 Present
Key Investment Services Llc Brooklyn OH 10/2023 08/2024
Key Investment Services Llc Westlake OH 05/2026 Present
  • 01/2014 → 10/2018
    Ameriprise Financial Services, Inc.
    Akron, OH
  • 11/2018 → 01/2023
    Lpl Financial Llc
    Brecksville, OH
  • 11/2018 → 01/2023
    Planned Financial Services
    Cleveland, OH
  • 01/2023 → Present
    Key Bank Na
    Westlake, OH
  • 10/2023 → 08/2024
    Key Investment Services Llc
    Brooklyn, OH
  • 05/2026 → Present
    Key Investment Services Llc
    Westlake, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-02-16
  • S63 Uniform Securities Agent State Law Examination
    2024-02-16
Designations
Other Names
  • Chiawen Cheng

View on SEC IAPD

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LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

More in Brooklyn, OH

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