Bill Venter
Senior Financial Advisor: Offering comprehensive financial advice while partnering with clients to enrich their lives
- Role
- Senior Vice President and Managing Advisor at Sequoia Financial Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Bill Venter
With over 30 years of experience in Financial Services and a unique combination of…
Experience
Senior Vice President and Managing Advisor
Oct 2003 — Present
The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
Skills
- Asset Management
- Retirement Planning
- Mutual Funds
- Customer Service
- Estate Planning
- Strategic Financial Planning
- Retirement
- Wealth Management
- Finance
- Investment Advisory
- Financial Planning
- Strategic Planning
- Financial Analysis
- Investments
- Management
- Series 7
- Asset Allocation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.