Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Christine Duval is an Investment Advisor Representative with Ernst & Young Investment Advisers LLP, registered with the state of New York. Kelley Duval has been with the firm since October 2003. Kelley Duval specializes in providing financial planning, educational seminars and publication of periodicals to corporations and other businesses. Kelley Duval has passed the Uniform Investment Adviser Law Examination (Series 65) and is currently registered as an Investment Adviser Representative in New York.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
1
2
NY
08/11/2021 - Present
Ernst & Young Investment Advisers LLP (BUFFALO NY)
IA
Issued 09/20/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kelley Duval is the right advisor for you? Invested Better is here to help.
