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Harold Clarkson Morley

Voya Financial Advisors, Inc.

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About Harold Clarkson Morley

Harold Clarkson Morley is an investment advisor representative with Voya Financial Advisors, Inc. Harold has been in the industry since 1982. Harold is registered with the state of Ohio. Harold's current registrations include: Series 6 and SIE. Harold is also an Independent Insurance Agent. MSI Financial Services, Inc., Metropolitan Life Insurance Company and Citistreet Equities LLC are among Harold's prior employers.

Firm Information

Harold Morley 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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Harold Morley’s Registration & Firm History

OH

12/13/2018 - Present

Voya Financial Advisors, Inc. (Columbus OH)

MA

12/05/2005 - 12/16/2016

MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)

NY

12/05/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

07/20/1982 - 12/31/2005

CITISTREET EQUITIES LLC (SOMERSET NJ)

NA

06/19/1983 - 07/08/1983

AETNA LIFE INSURANCE AND ANNUITY COMPANY

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Licenses & Designations

BC

Issued 12/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harold Clarkson Morley.
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