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 Pence is a Registered Investment Advisor representative registered with the state of Ohio. He currently works at Virtera Partners LLC, a firm with a focus on providing financial advice to high-net-worth individuals, pooled investment vehicles and charitable organizations. Todd has a Chartered Financial Analyst designation and has specialized in providing services related to portfolio management for individuals and businesses. Todd's experience includes working for Parkwood LLC from May 2013 to the present.
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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OH
02/23/2021 - Present
Virtera Partners LLC (PEPPER PIKE OH)
Active
Inactive
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