Unclaimed
Dexter Cumberbatch is an investment advisor representative with Voya Retirement Advisors, LLC, in Windsor, CT. Dexter has over 11 years of experience in the financial services industry. Dexter has passed the Series 7 and Series 66 exams. Dexter is registered to provide investment advice in Arizona and California. Dexter is also a partner at CactusHabit, LLC, a retail business, and owner of Birdfly, LLC, a technology services company.
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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2
CT
11/18/2022 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
AZ
06/23/2016 - 03/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
AZ
02/13/2012 - 06/18/2015
EDWARD JONES (PHOENIX AZ)
NM
04/28/2008 - 11/26/2010
EDWARD JONES (GRANTS NM)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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