Unclaimed
Antonio Aguilar is a financial advisor with Voya Financial Advisors, Inc. based in Windsor, CT. Antonio is registered with the state of Connecticut and holds licenses for Series 63, Series 7TO and SIE. Antonio has experience in the financial services industry since 2022. Antonio specializes in providing financial planning, educational seminars, selection of other advisors and portfolio management for both businesses and individuals.
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
03/26/2024 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
TX
08/23/2022 - 03/06/2024
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BC
Issued 09/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Antonio Aguilar is the right advisor for you? Invested Better is here to help.