Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Anderson is a financial advisor at Valeo Financial Advisors, LLC in Carmel, Indiana. Nicholas has been working in the financial industry since 2007 and has a strong track record of success. Nicholas holds the Series 7, 9, 10, 63, and 66 licenses. Nicholas is also a Certified Financial Planner. Valeo Financial Advisors, LLC specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, families, and businesses. The firm has a strong track record of success and a commitment to providing clients with personalized service.
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
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2
IN
01/24/2024 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
01/01/2007 - 01/11/2024
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 02/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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