Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Telaak is a financial advisor with Key Investment Services LLC. Daniel has been in the financial services industry since February 6, 2017. Daniel holds Series 7, Series 63, and Series 65 licenses and the SIE exam. Daniel Telaak is registered with the state of New York and has been registered with the state of New York since April 17, 2020. Daniel was previously employed with AXA ADVISORS, LLC. Daniel Telaak works with individuals and businesses, and specializes in providing financial planning and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NY
03/26/2021 - Present
KEY Investment Services LLC (Niagara Falls NY)
NY
08/15/2016 - 10/23/2019
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
IA
Issued 07/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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