Loucas Kalliantasis (CRD# 5521128) is an Investment Advisor Representative working at Key Investment Services LLC in Snyder, NY and has over 15 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services | Amherst, NY | May 2022 - Current | 1 |
| Key Investment Services, LLC | Cheektowaga, NY | Feb 2019 - May 2022 | 3 |
| M&t Securities, Inc. | Buffalo, NY | Oct 2016 - Jan 2019 | 2 |
| Key Investment Services LLC | Buffalo, NY | Sep 2016 - Oct 2016 | < 1 |
| Lpl Financial LLC | Lockport, NY | May 2010 - Sep 2016 | 6 |
| First Niagara Financial Group | Lockport, NY | Jan 2006 - Sep 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- NY
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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