Best Investors Account Sign in

William Francis Schaeneman

Key Investment Services LLC

Brooklyn, OH

Hartford, CT

Claim This Profile
Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-04-26
  • CT RA
    APPROVED
    Since 2023-04-26

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

225 Trumbull Street, Hartford, CT 06103 • 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
Wells Fargo Clearing Services, Llc West Hartford CT 06/2018 08/2020
Morgan Stanley Hartford CT 08/2016 05/2018
Holiday Inn Longmeadow MA 05/2016 09/2016
Central Connecticut State University New Britain CT 09/2016 06/2018
Key Investment Services Llc Brooklyn OH 12/2022 06/2023
Citrola Casting Hartford CT 04/2021 07/2021
Unemployed Hartford CT 08/2020 04/2021
Unemployed Hartford CT 07/2021 12/2022
Key Investment Services Llc Hartford CT 06/2023 Present
  • 06/2018 → 08/2020
    Wells Fargo Clearing Services, Llc
    West Hartford, CT
  • 08/2016 → 05/2018
    Morgan Stanley
    Hartford, CT
  • 05/2016 → 09/2016
    Holiday Inn
    Longmeadow, MA
  • 09/2016 → 06/2018
    Central Connecticut State University
    New Britain, CT
  • 12/2022 → 06/2023
    Key Investment Services Llc
    Brooklyn, OH
  • 04/2021 → 07/2021
    Citrola Casting
    Hartford, CT
  • 08/2020 → 04/2021
    Unemployed
    Hartford, CT
  • 07/2021 → 12/2022
    Unemployed
    Hartford, CT
  • 06/2023 → Present
    Key Investment Services Llc
    Hartford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-25
  • S66 Uniform Combined State Law Examination
    2023-04-25
Other Names
  • William Francis Schaeneman
  • William Schaeneman

View on SEC IAPD

Other Firms

VICTORY CAPITAL MANAGEMENT INC.
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor