Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Lynn Ivey is a financial advisor who is registered with both Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC. Aaron has been in the financial services industry since April 2015 and has a Series 6, 7, 63 and 65 license. Aaron has experience in providing financial planning, portfolio management, and investment services to individuals, corporations, and charitable organizations. Voya Financial Advisors, Inc. is a registered investment advisor headquartered in Windsor, Connecticut. Voya Retirement Advisors, LLC is a registered investment advisor headquartered in Windsor, Connecticut. Both firms have offices in California.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/07/2018 - Present
Voya Financial Advisors, Inc. (Roseville CA)
CA
04/07/2015 - 09/06/2018
PRUCO SECURITIES, LLC. (SAN JOSE CA)
IA
Issued 09/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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