Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Merta is an Investment Advisor Representative at Valeo Financial Advisors, LLC. Kristine is registered with the state of Florida. Kristine has been in the securities industry since September 2011. Kristine has a Series 65 license and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Kristine also offers financial planning and selection of other advisors.
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
02/21/2023 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IA
Issued 04/09/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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