Nancy Jean Noga

Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 01/2018
  Northwest Bank
  Lorain, OH
• 01/2018 → 08/2019
  Lpl Financial Llc
  Lorain, OH
• 10/2019 → 12/2021
  Key Investment Services
  Cleveland, OH
• 10/2019 → 12/2021
  Keybank
  Westlake, OH
• 12/2021 → Present
  Key Investment Services
  Cleveland, OH
• 12/2021 → Present
  Keybank
  Westlake, OH

Previous Registrations

• 2018-01-05 → 2019-09-05
  Lpl Financial Llc
  Lorain, OH
  Lorain, OH
  Elyria, OH
  Elyria, OH
  Lorain, OH
  San Diego, CA
  Oberlin, OH
  Lorain, OH
• 2017-10-23 → 2018-02-14
  Northwest Advisors, Inc.
  Lorain, OH
  Warren, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-02-23
• S65 Uniform Investment Adviser Law Examination
  2017-10-21

Other Names

• Nancy Jean Miller
• Nancy Noga