Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Patrick Finn is a financial advisor at World Investment Advisors, LLC. Todd is a Chartered Financial Analyst and is registered as an Investment Advisor Representative with the state of Ohio. Todd has over 12 years of experience in the financial services industry, having worked previously at Farmers Trust Company and Huntington National Bank. He has specialized in working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
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.
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OH
08/05/2024 - Present
World Investment Advisors, LLC (Canfield OH)
Active
Inactive
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