Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Penola is a financial advisor at Valeo Financial Advisors, LLC. Charles has been working in the financial services industry since 2018. Charles is a Certified Financial Planner and holds the Series 63, Series 6TO and SIE licenses. Valeo Financial Advisors, LLC is a registered investment advisor firm headquartered in Carmel, Indiana. Valeo Financial Advisors, LLC specializes in providing financial planning, investment management, and retirement planning services to individuals, families, businesses, and charitable organizations. Valeo Financial Advisors, LLC manages approximately $8.9 billion in assets.
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
01/04/2022 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
02/16/2021 - 02/19/2021
MML INVESTORS SERVICES, LLC (Indianapolis IN)
KY
01/02/2019 - 01/15/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (Louisville KY)
OH
12/21/2018 - 01/02/2019
JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)
BC
Issued 01/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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