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Daniel K Juliussen

Key Investment Services LLC

Brooklyn, OH

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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
PA RA APPROVED 2023-11-30
  • PA RA
    APPROVED
    Since 2023-11-30

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • 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
First Niagara Bank Pittsburgh PA 12/2010 09/2016
Lpl Financial Pittsburgh PA 06/2014 09/2016
Key Bank Na Pittsburgh PA 09/2016 Present
Key Investment Services Llc Brooklyn OH 10/2023 Present
  • 12/2010 → 09/2016
    First Niagara Bank
    Pittsburgh, PA
  • 06/2014 → 09/2016
    Lpl Financial
    Pittsburgh, PA
  • 09/2016 → Present
    Key Bank Na
    Pittsburgh, PA
  • 10/2023 → Present
    Key Investment Services Llc
    Brooklyn, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-30
S63 Uniform Securities Agent State Law Examination 2014-08-23
  • S66 Uniform Combined State Law Examination
    2023-11-30
  • S63 Uniform Securities Agent State Law Examination
    2014-08-23

View on SEC IAPD

Other Firms

VICTORY CAPITAL MANAGEMENT INC.
LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
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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