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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Longo Henley is a financial advisor with over 25 years of experience in the industry. Amy is currently registered with Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC in Connecticut. Amy specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Amy has a broad range of experience in the financial services industry, having worked for several firms including Directed Services LLC, Voya America Equities, Inc., Voya Financial Partners, LLC, and Systematized Benefits Administrators, Inc. Amy is also a Registered Principal and holds Series 4, 7, 6, 24, 65, and 66 licenses.
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
CT
09/23/2022 - Present
Voya Financial Advisors, Inc. (Windsor CT)
CT
02/21/2013 - 07/01/2017
VOYA AMERICA EQUITIES, INC. (WINDSOR CT)
CT
12/21/2010 - 07/01/2017
DIRECTED SERVICES LLC (WINDSOR CT)
CT
11/10/2004 - 07/01/2017
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
07/30/2010 - 10/03/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
CT
02/22/2013 - 02/08/2014
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CA
10/04/1993 - 12/31/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 09/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2000
Series 4 - Registered Options Principal Examination
BC
Issued 11/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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