Unclaimed
Chaya Slain is an Investment Advisor Representative with Virtera Partners LLC. Chaya is a Chartered Financial Analyst and has been in the industry since 1998. Chaya has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Chaya's previous employers include Goldman, Sachs & Co. and Securities Service Network, Inc..
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
12/21/2020 - Present
Virtera Partners LLC (PEPPER PIKE OH)
OH
04/06/2007 - 11/01/2007
SECURITIES SERVICE NETWORK, INC. (SAGAMORE HILLS OH)
NY
09/11/1998 - 01/17/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 04/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/10/1998
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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