Daniel Telaak (CRD# 6652319) is an Investment Advisor Representative working at Key Investment Services LLC in Niagara Falls, NY and has over 7 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 |
---|---|---|---|
Keybank | Niagara Falls, NY | Apr 2020 - Current | 4 |
Key Investment Services | Niagara Falls, NY | Apr 2020 - Current | 4 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
S63 | Uniform Securities State Law Examination | Oct 2016 |
- NY
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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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