Unclaimed
Jarred Mantis is an Investment Advisor Representative and a Registered Representative at Voya Financial Advisors, Inc. Jarred is also an Independent Insurance Agent and a Board Member for UConn Hillel. Jarred is active in the financial industry since 2018. Voya Financial Advisors, Inc. is a full-service financial firm that provides a wide range of investment and insurance products and services. Jarred offers financial planning services including portfolio management for individuals and businesses, selection of other advisors, and educational seminars. Jarred has a strong commitment to helping clients achieve their financial goals.
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
CT
05/05/2022 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
MA
11/06/2020 - 05/04/2022
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
CT
04/10/2018 - 11/03/2020
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
01/02/2018 - 02/01/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Hartford CT)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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