Dean Janceski (CRD# 6357186) is an Investment Advisor Representative working at Key Investment Services LLC in Clawson, MI and has over 8 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services, LLC | Brooklyn, OH | Oct 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy, MI | Mar 2019 - Oct 2023 | 4 |
| Bank Of America, N.a. | Troy, MI | Mar 2019 - Oct 2023 | 4 |
| Wells Fargo Clearing Services, LLC | Birminham, MI | Nov 2016 - Mar 2019 | 2 |
| Robert Half International | Troy, MI | Feb 2016 - Nov 2016 | < 1 |
| Fifth Third Securities | Rochester Hills, MI | Aug 2015 - Feb 2016 | < 1 |
| Fifth Third Bank | Rochester Hills, MI | Jul 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- MI
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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