Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd David Marvin is a registered Investment Advisor Representative (IAR) associated with Marvin & Palmer Associates. Mr. Marvin has been working in the financial industry since June 1991. He holds a Series 65 license and a Series 2 license. Mr. Marvin is a Chartered Financial Analyst and is registered in Delaware. Marvin & Palmer Associates provides portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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.
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
DE
02/16/2005 - Present
Marvin & Palmer Associates (WILMINGTON DE)
IA
Issued 09/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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