Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erich? Claim Your ProfileErich Halden Stout is an investment advisor representative registered with Valeo Financial Advisors, LLC. Erich is a certified financial planner and holds the Series 7, Series 63, and Series 65 securities licenses. Erich has worked as a financial advisor since 2010 and specializes in providing financial planning, portfolio management, and selection of other advisors to businesses and 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
1
2
IN
01/03/2019 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
12/02/2010 - 05/17/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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