Daniel TelaakCRD Number: 6652319
Current Firm: Key Investment Services LLC
Daniel Telaak (CRD# 6652319) is an Investment Advisor Representative working at Key Investment Services LLC in Niagara Falls, NY and has over 5 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
|Keybank||Niagara Falls, NY||Apr 2020 - Current||1|
|Key Investment Services||Niagara Falls, NY||Apr 2020 - Current||1|
|Strategic Financial Solutions||Amherst, NY||Dec 2019 - Feb 2020||< 1|
|Axa Advisors, LLC||New York, NY||Aug 2016 - Oct 2019||3|
|The Schwartz Group||Amherst, NY||Apr 2015 - Aug 2016||1|
|Kellogg's Company||Buffalo, NY||May 2014 - May 2015||1|
|Lowe's Company||Hamburg, NY||Aug 2014 - Mar 2015||< 1|
|Mondelez International||Batavia, NY||Jun 2011 - Apr 2014||2|
|Hilbert College||Hamburg, NY||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2018|
|S63||Uniform Securities State Law Examination||Oct 2016|
Total Assets Under Management3,449MILLIONS
Total Number of Accounts21,284ACCOUNTS
Average Account Value$162,027
- A percentage of assets under your management
- Financial planning services
- 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, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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