Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Hecht is an Investment Advisor Representative associated with Valeo Financial Advisors, LLC. David has been a registered investment advisor since January 15, 2018, and holds a Series 65 and a Series 2 license. David’s credentials include a Certified Financial Planner designation. David is associated with Valeo Financial Advisors, LLC and currently has an active registration in Indiana and Michigan.
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
11/11/2022 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IA
Issued 01/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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