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Dean Janceski

KEY Investment Services LLC

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About Dean Janceski

Dean Janceski is a financial advisor with over 7 years of experience in the financial services industry. Dean Janceski is registered with Key Investment Services LLC and is licensed in multiple states. Dean Janceski has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and Fifth Third Securities, Inc. Dean Janceski specializes in providing investment advice to individuals, businesses, and high-net-worth clients.

Firm Information

Dean Janceski is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dean Janceski’s Registration & Firm History

MI

10/27/2023 - Present

KEY Investment Services LLC (CLAWSON MI)

MI

03/12/2019 - 10/31/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)

MI

02/23/2017 - 03/14/2019

WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)

MI

09/11/2015 - 03/14/2016

FIFTH THIRD SECURITIES, INC. (ROCHESTER MI)

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Licenses & Designations

BOTH

Issued 03/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/11/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Janceski.
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