Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Christopher Mickel is an investment advisor representative at Valeo Financial Advisors, LLC, located in Carmel, Indiana. Phillip has been in the industry since November 2002. Phillip is registered with the state of Indiana. Prior to joining Valeo Financial Advisors, LLC, Phillip worked at UBS Financial Services Inc. in Weehawken, New Jersey. Phillip specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
01/03/2004 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
NJ
11/11/2002 - 01/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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