Unclaimed
Aleedra Price duncan is an investment advisor representative associated with Voya Financial Advisors, Inc. Aleedra has been in the financial services industry since May 24, 2018. Aleedra is registered with the state of Texas.
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.
1
2
TX
11/20/2024 - Present
Voya Financial Advisors, Inc. (Houston TX)
TX
01/10/2019 - 03/22/2019
FORESTERS FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
02/22/2017 - 10/11/2017
HORACE MANN INVESTORS, INC. (Houston TX)
IA
Issued 07/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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