Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Vladuchick is a financial advisor at Valeo Financial Advisors, LLC. Jamie is located in Carmel, Indiana and has been in the financial services industry for over 14 years. Jamie has a Series 7, Series 9, Series 10, and Series 63 license. Jamie holds the designation of Chartered Financial Analyst and specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals. Jamie was previously employed at Charles Schwab & Co., Inc. and Windsor Wealth 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
08/26/2021 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
08/20/2008 - 05/01/2012
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BC
Issued 08/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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