Denise Kowalski, financial advisor Brooklyn OH
90 score

Denise Kowalski

CRD Number: 5958447
Current Firm: Key Investment Services LLC

Denise Kowalski (CRD# 5958447) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services LLC Cleveland, OH Mar 2011 - Current 5
Berson-sokol Cleveland, OH Mar 1998 - Mar 2011 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Denise M. Kowalski
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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