Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Adam Truitt is a financial advisor with over 15 years of experience in the financial services industry. Todd is currently registered with Vanguard Advisers, Inc., a leading investment firm, and holds various licenses and certifications, including the Series 6, 7, 24, 63, and 65, as well as the Certified Financial Planner designation. Todd has extensive experience in portfolio management, financial planning, and investment advisory services for individuals, families, and businesses. Todd is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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.
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AZ
05/16/2016 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
IA
Issued 05/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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