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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lorenzo Traversa is a financial advisor with Voya Financial Advisors, Inc. based in Johnston, Rhode Island. Anthony has been in the financial services industry since June 18, 1983. He provides financial planning and portfolio management services to individuals, businesses and charitable organizations. Anthony holds Series 63, 6TO and SIE licenses. He is registered with the states of Connecticut, Florida, Massachusetts, New Hampshire, North Carolina, Rhode Island, Texas, Vermont and Virginia.
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
RI
01/03/2011 - Present
Voya Financial Advisors, Inc. (JOHNSTON RI)
RI
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (JOHNSTON RI)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
10/10/1986 - 07/11/1988
MONARCH SECURITIES, INC.
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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