Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Kelly is a financial advisor registered in Pennsylvania. Nicole has been in the industry since 2002 and is currently affiliated with Valley Forge Investment Consultants, Inc. She has a background in investment advisory services, financial planning, and pension consulting. Nicole's firm, Valley Forge Investment Consultants, Inc., manages over $2.5 billion in assets for a variety of client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer a variety of advisory services, including portfolio management, financial planning, and pension consulting.
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.
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.
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.
1
2
PA
03/28/2018 - Present
Valley Forge Investment Consultants, Inc. (AUDUBON PA)
CT
01/28/2015 - 11/22/2017
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
PA
05/21/2012 - 01/28/2015
VOYA FINANCIAL ADVISORS, INC. (BIRDSBORO PA)
PA
03/07/2011 - 05/21/2012
ING FINANCIAL ADVISERS, LLC (CONSHOHOCKEN PA)
PA
01/03/2011 - 03/10/2011
ING FINANCIAL PARTNERS, INC. (CONSHOHOCKEN PA)
PA
05/27/2004 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (CONSHOHOCKEN PA)
CT
10/04/2001 - 04/16/2004
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 03/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nicole Kelly is the right advisor for you? Invested Better is here to help.
