Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Siegl is a financial advisor with Valeo Financial Advisors, LLC. Christopher is based in Carmel, IN. Christopher has been in the financial industry for over 14 years. Christopher has a series 63, 66, 7, 3, 10, and 9 and is a Certified Financial Planner. Christopher is also a neutral arbitrator for FINRA Dispute Resolution. Christopher provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and pooled investment vehicles. Christopher has over $8 billion in assets under management.
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
04/18/2022 - Present
Valeo Financial Advisors, LLC (Carmel IN)
IN
01/26/2017 - 04/25/2022
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
06/09/2015 - 01/17/2017
SCOTTRADE, INC. (FISHERS IN)
IN
08/22/2008 - 06/05/2015
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 06/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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