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Cole David Batchelor

Voya Financial Advisors, Inc.

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About Cole David Batchelor

Cole Batchelor is a financial advisor at Voya Financial Advisors, Inc. with over 3 years of experience in the financial services industry. Cole is registered to provide investment advice in 53 states and the District of Columbia. Cole is also a registered representative of Voya Financial Advisors, Inc. and is able to provide securities products and services. Cole has a Series 7, Series 66 and SIE license. Cole holds a Bachelor of Arts degree from the University of North Carolina at Chapel Hill.

Firm Information

Cole Batchelor is currently registered with Voya Financial Advisors, Inc.. Voya Financial Advisors, Inc. is a corporation formed in 1968 and headquartered in Windsor, Connecticut. They offer financial planning, portfolio management for individuals and businesses, and educational seminars. With over 500 licensed investment advisor representatives and registered representatives, they manage approximately $3 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. They are registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Voya Financial Advisors, Inc.

ONE ORANGE WAY

WINDSOR, CT 06095

$3.05B

Assets Under Management

264

Total Clients

684

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cole Batchelor’s Registration & Firm History

CA

05/09/2024 - Present

Voya Financial Advisors, Inc. (San Diego CA)

CA

10/07/2021 - 05/06/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/10/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cole David Batchelor.
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