Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Tellitocci is a financial advisor at Valeo Financial Advisors, LLC, a firm that manages more than $8 billion in assets. Andrew specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Andrew is a Certified Financial Planner™ professional and holds the Series 66, Series 7, and SIE licenses. Andrew has been in the financial services industry since 2017. Prior to joining Valeo Financial Advisors, LLC, Andrew worked as a financial advisor at Raymond James Financial Services, Inc. Andrew is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Percentage of client net worth
1
2
IN
04/06/2020 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
03/22/2017 - 01/04/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENSBURG IN)
BOTH
Issued 04/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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