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JL

Janis Ann Logay

CRD# 4601927·Registered 2003 - 2005
Barred: Janis Ann Logay was barred by the FINRA and is not permitted to conduct business in the covered capacity.

Professional Summary

Janis Ann Logay, who also goes by Janis Ann Klokke, Janis Logay, was a registered financial advisor. Janis was a previously registered financial advisor and started their career in finance 2003 - 2005. Janis had worked at 2 firms and has passed the Series 66 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Janis Ann Klokke, Janis Logay

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

COMERICA SECURITIES·CRD# 17079
RIA
Bloomfield Hills, MI
April 28, 2004 - June 28, 2005
COMERICA SECURITIES·CRD# 17079
BD
Auburn Hills, MI
April 28, 2004 - June 28, 2005
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
January 2, 2003 - May 10, 2004

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Current Firm

CS
COMERICA SECURITIES

ADVANTAGE INVESTMENT SERVICE | MANUBANK INVESTMENT SERVICES CORPORATION | COMERICA SECURITIES,INC. | COMERICA SECURITIES | COMERCIA SECURITIES

CRD#: 17079 / SEC#: 801-64897, 8-35001
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

3701 Hamlin Road Mc 3291, Detroit, MI 48226

Mailing Address

3701 Hamlin Road Mc 3291, Auburn Hills, MI 48326

Phone Number

(214) 462-1117

Established

Michigan since 10/10/1985

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

211

FINRA licenses (25 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

COMERICA SECURITIES ADV PART 2 DISCLOSURE BROCHURE (4/26/2023)

Direct owners and executive officers

NamePositionCRD#
COMERICA INVESTMENT SERVICES, INC.SHAREHOLDER—
SCHELL, RICHARD EDWARDDIRECTOR/ SENIOR VICE PRESIDENT/ CCO1543415

Regulatory Assets Under Management

Total Number of Accounts

4,527

AUM (Assets Under Management)

$2,385,128,214

Disclosures

Regulatory Event

13

Arbitration

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2003About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Dec 2002About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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