Unclaimed
Emeliano Ameye is a financial advisor at Valeo Financial Advisors, LLC located in Carmel, Indiana. Emeliano has been in the financial industry since 2018 and has a Series 65 license. Emeliano is a Certified Financial Planner. Emeliano specializes in Financial Planning, Selection of other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
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2
IN
02/14/2022 - Present
Valeo Financial Advisors, LLC (Carmel IN)
IA
Issued 05/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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