Naoko Mckelvey

from Blue Chip Partners, LLC
SEC regulated
Regulated Investment Advisor
Naoko Mckelvey is a financial advisor based in Michigan, Farmington Hills, with 21 years of experience. Naoko currently works for Blue Chip Partners, LLC. Naoko maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Naoko Mckelvey works at Blue Chip Partners, LLC
Blue Chip Partners, LLC is a financial advisory firm based in Farmington Hills, Michigan. It currently has approximately $1,042,895,791 of assets under management and employs about 25 people. Blue Chip Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
38505 Country Club Drive, Suite 150, Farmington Hills, Michigan, 48331

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