Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Christofolis is an Investment Advisor Representative at Valeo Financial Advisors, LLC, a firm based in Carmel, Indiana. Ted is a Certified Financial Planner and has been a registered representative since 1985. Ted specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Ted has over 30 years of experience in the financial services industry.
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
10/23/2012 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
MA
02/04/1999 - 12/31/2002
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
MA
06/14/1995 - 11/03/1998
LONG GROVE TRADING CO. (BOSTON MA)
AZ
06/18/1989 - 06/14/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/23/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
10/10/1986 - 08/10/1987
HANOVER CONCEPTS, INC.
NA
10/31/1986 - 11/24/1986
ABACUS EQUITY SERVICES, INC.
NA
02/25/1986 - 10/16/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
07/22/1985 - 11/29/1985
IDS MARKETING CORPORATION
BC
Issued 08/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/26/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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