Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd William Soloman is an investment advisor representative at Congress Asset Management Company, LLP. Todd is registered with the state of Massachusetts and has been in the industry since April 2001. Todd specializes in providing investment advice to individuals, families, and businesses. They also have experience working with pension and profit-sharing plans, charitable organizations, and investment companies. Todd holds the Chartered Financial Analyst (CFA) designation.
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.
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.
Strategic management for diversified investment portfolios.
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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MA
09/26/2011 - Present
Congress Asset Management Company, LLP (BOSTON MA)
Active
Inactive
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