Unclaimed
Gayle Anne Williams is an Investment Advisor Representative with Voya Financial Advisors, Inc. She is a registered Investment Advisor in Rhode Island and has been in the financial services industry since August 1, 1992. Gayle has a Series 6, Series 63 and SIE license. Her previous experience includes positions with ING Financial Advisors, LLC and Aetna Life Insurance and Annuity Company. Gayle specializes in providing financial planning, portfolio management, and educational seminars.
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.
1
2
RI
01/03/2011 - Present
Voya Financial Advisors, Inc. (Warwick RI)
RI
09/16/2003 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WARWICK RI)
CT
10/15/1993 - 08/05/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
06/22/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gayle Williams is the right advisor for you? Invested Better is here to help.