Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Hardman is an investment advisor representative associated with Valeo Financial Advisors, LLC. John has experience in the financial industry and has passed the Series 7TO, Series 63, and Series 66 exams. John's professional background includes experience with Northwestern Mutual Investment Services, LLC and Fidelity Brokerage Services LLC. John has been in the industry since 2022. John has a professional background in finance and customer service. John is dedicated to providing clients with personalized financial guidance and investment advice.
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
06/28/2024 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
12/07/2023 - 06/28/2024
FIDELITY BROKERAGE SERVICES LLC (INDIANAPOLIS IN)
IN
05/04/2022 - 10/20/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Carmel IN)
BOTH
Issued 02/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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