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Angelique Marie Duval

Avantax Investment Services, Inc.

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About Angelique Marie Duval

Angelique Marie Duval is a financial professional with over ten years of experience in the financial services industry. Angelique is currently registered with Avantax Investment Services, Inc. and holds the Series 7, Series 63, and SIE licenses. Angelique is also registered in New York. Previously, Angelique was employed by SAGEPOINT FINANCIAL, INC. in Plattsburgh, NY.

Firm Information

Angelique Duval is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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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Angelique Duval’s Registration & Firm History

NY

03/14/2019 - Present

Avantax Investment Services, Inc. (Malone NY)

NY

10/29/2010 - 02/06/2019

SAGEPOINT FINANCIAL, INC. (PLATTSBURGH NY)

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Licenses & Designations

BC

Issued 09/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angelique Marie Duval.
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