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Paul Raymond Vallerand

KEY Investment Services LLC

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About Paul Raymond Vallerand

Paul Raymond Vallerand is an active investment advisor representative with Key Investment Services LLC. Paul is located in Burlington, Vermont and has been in the financial services industry for over eight years. Paul holds the Series 6, 63, 65 and SIE licenses and has been registered as an investment advisor representative with Key Investment Services LLC since February 2024. Paul has previously worked with State Farm VP Management Corp. and Wells Fargo Clearing Services, LLC.

Firm Information

Paul Vallerand is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Vallerand’s Registration & Firm History

VT

02/09/2024 - Present

KEY Investment Services LLC (BURLINGTON VT)

VT

05/29/2019 - 08/23/2019

STATE FARM VP MANAGEMENT CORP. (BARRE VT)

ND

02/08/2016 - 10/06/2017

WELLS FARGO CLEARING SERVICES, LLC (BISMARCK ND)

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Licenses & Designations

BC

Issued 02/26/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/16/2024

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Raymond Vallerand.
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