Unclaimed
Bret Contreras is a financial advisor with Voya Retirement Advisors, LLC in PINE BUSH, NY, and has been in the industry since January 13, 2005. Bret has been with Voya Retirement Advisors, LLC since May 2021. Before that, Bret was with LORD ABBETT DISTRIBUTOR LLC in JERSEY CITY, NJ from January 1, 2005 to May 24, 2021. Bret is registered with FINRA, as well as the states of Connecticut, Delaware, Florida, Maryland, Massachusetts, Mississippi, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, and Virginia. Bret holds the following licenses: Series 7, Series 24, Series 66, and SIE.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
07/11/2023 - Present
Voya Retirement Advisors, LLC (PINE BUSH NY)
NJ
01/01/2005 - 05/24/2021
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 03/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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