Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Todorova is an Investment Advisor Representative with Syntrinsic LLC, a firm headquartered in Denver, CO. Anna is a registered Investment Advisor in Colorado and has been in the industry since September 2014. Anna has a Series 65 license. Syntrinsic LLC specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages assets for a variety of clients, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
07/20/2023 - Present
Syntrinsic LLC (DENVER CO)
IA
Issued 11/12/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Anna Todorova is the right advisor for you? Invested Better is here to help.
