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Daniel Telaak

Key Investment Services LLC

Brooklyn, OH

Niagara Falls, NY

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Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-26
  • NY RA
    APPROVED
    Since 2021-03-26

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

7350 Niagara Falls Blvd, Niagara Falls, NY 14304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Schwartz Group Amherst NY 04/2015 08/2016
Axa Advisors, Llc New York NY 08/2016 10/2019
Strategic Financial Solutions Amherst NY 12/2019 02/2020
Keybank Niagara Falls NY 04/2020 Present
Key Investment Services Niagara Falls NY 04/2020 Present
  • 04/2015 → 08/2016
    The Schwartz Group
    Amherst, NY
  • 08/2016 → 10/2019
    Axa Advisors, Llc
    New York, NY
  • 12/2019 → 02/2020
    Strategic Financial Solutions
    Amherst, NY
  • 04/2020 → Present
    Keybank
    Niagara Falls, NY
  • 04/2020 → Present
    Key Investment Services
    Niagara Falls, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-31
S63 Uniform Securities Agent State Law Examination 2016-10-25
  • S65 Uniform Investment Adviser Law Examination
    2018-07-31
  • S63 Uniform Securities Agent State Law Examination
    2016-10-25

View on SEC IAPD

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THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

More in Brooklyn, OH

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