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Eric Joseph Wyer

Voya Financial Advisors, Inc.

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About Eric Joseph Wyer

Eric Joseph Wyer is an investment advisor representative at Voya Financial Advisors, Inc., and Voya Retirement Advisors, LLC. Eric has been in the financial services industry since 2003. He has a Series 6, 7, 63, and 65 license. Eric provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Eric is registered in Nevada. He previously worked at CUNA Brokerage Services, Inc., ING Financial Partners, Inc., ING Financial Advisors, LLC, Morgan Stanley & Co. Incorporated, Dreyfus Service Corporation, AXA Advisors, LLC, and First Investors Corporation.

Firm Information

Eric Wyer 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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Eric Wyer’s Registration & Firm History

NV

02/17/2016 - Present

Voya Financial Advisors, Inc. (CARSON CITY NV)

NV

03/07/2014 - 12/26/2014

CUNA BROKERAGE SERVICES, INC. (LAS VEGAS NV)

NV

01/03/2011 - 02/18/2014

ING FINANCIAL PARTNERS, INC. (NORTH LAS VEGAS NV)

NV

09/19/2008 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (LAS VEGAS NV)

NV

07/02/2008 - 08/04/2008

MORGAN STANLEY & CO. INCORPORATED (HENDERSON NV)

NY

06/11/2004 - 03/05/2007

DREYFUS SERVICE CORPORATION (UNIONDALE NY)

NY

01/11/2002 - 01/06/2004

AXA ADVISORS, LLC (NEW YORK NY)

NJ

07/03/2001 - 08/24/2001

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 05/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/02/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Joseph Wyer.
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