Unclaimed
Jackson Raymond Passantino is a financial professional who has been in the industry since April 15, 2018. Jackson currently works for Voya Retirement Advisors, LLC. Jackson has experience with VANGUARD MARKETING CORPORATION. Jackson holds Series 63, Series 66, Series 7, and SIE licenses. Jackson is registered as an Investment Advisor Representative in North Carolina.
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
02/15/2025 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
PA
03/28/2018 - 07/11/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 06/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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