Unclaimed
Heather Suzanne Perry is a financial professional with over 25 years of experience in the financial services industry. She is currently registered with Voya Financial Partners, LLC and has been with them since 1999. Heather is also a Series 6 and SIE licensed representative. Previously, Heather worked at Phoenix Equity Planning Corporation in Hartford, Connecticut from 1995 to 1999.
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.
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.
1
2
CT
04/28/1999 - Present
Voya Financial Partners, LLC (WINDSOR CT)
CT
11/29/1995 - 02/01/1999
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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