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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Danheiser is a financial advisor at Key Investment Services LLC. Jason has been in the industry since 2013. Jason's primary office is located in Tonawanda, NY. Jason has passed the Series 7, Series 6, Series 63, and Series 66 exams and has a specialization in Fixed Insurance and Variable Insurance. Jason is also registered in Arizona, Florida and New York. In addition to Key Investment Services LLC, Jason has worked for AXA Advisors, LLC, Citizens Securities, Inc., and M&T Securities, Inc. Key Investment Services LLC has approximately $1 Billion to $10 Billion in assets under management. The firm's clients include individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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
08/10/2021 - Present
KEY Investment Services LLC (Tonawanda NY)
NY
09/28/2017 - 01/16/2019
M&T SECURITIES, INC. (NORTH TONAWANDA NY)
NY
08/31/2017 - 10/04/2017
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
NY
10/15/2014 - 08/01/2017
CITIZENS SECURITIES, INC. (KENMORE NY)
NY
07/01/2013 - 10/02/2014
M&T SECURITIES, INC. (BUFFALO NY)
BOTH
Issued 08/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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