Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Ely is an Investment Advisor Representative associated with Cbiz Investment Advisory Services, LLC. Kerry is registered with the state of Ohio, and holds a Series 65 license. Kerry has been in the industry since December 2017, and previously was a Stay Home Parent. Kerry is an active member of the Investment Advisor Association and has provided advice to a range of clients including individuals, high-net-worth individuals, corporations, state and municipal governments, pension and profit sharing plans, and churches and schools. Kerry also provides advisory services such as financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
1
2
OH
01/16/2020 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
IA
Issued 06/22/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kerry Ely is the right advisor for you? Invested Better is here to help.
