Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie Thomas Tarazona is a financial advisor registered with Voya Financial Advisors, Inc., a financial advisor company based in Windsor, Connecticut. Charlie is also an independent insurance agent. Charlie has a background in business, finance, and insurance. Charlie holds the Series 7TO, Series 66, and SIE licenses and has been registered with the state of New York since February 2022.
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
NY
02/26/2022 - Present
Voya Financial Advisors, Inc. (MELVILLE NY)
BOTH
Issued 02/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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