Unclaimed
Alicia Kong is a financial advisor with Voya Financial Advisors, Inc. Alicia has been in the industry since January 19, 1998. Alicia is registered with the state of Maryland and is a Registered Representative and Investment Advisor Representative. Alicia's specialties include financial planning, portfolio management, and selection of other advisors. Alicia has been with Voya Financial Advisors, Inc. since September 2014.
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
MD
01/05/2022 - Present
Voya Financial Advisors, Inc. (ELLICOTT CITY MD)
CT
09/25/2009 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MD
08/24/2005 - 09/30/2009
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
CT
03/08/2000 - 08/23/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
10/28/1997 - 12/14/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 03/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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