Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Leann Turcheck is a financial advisor with Valeo Financial Advisors, LLC, located in Carmel, IN. Katelyn has been in the industry since 2019 and has a Series 66 license and a Certified Financial Planner designation. Katelyn has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, charitable organizations, and pooled investment vehicles. Previously, Katelyn worked for Morgan Stanley in Indianapolis, IN and Charles Schwab & Co., Inc. in Carmel, IN.
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
11/19/2024 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
05/12/2021 - 09/22/2021
MORGAN STANLEY (Indianapolis IN)
IN
02/01/2019 - 05/11/2021
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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