Unclaimed
Jeanne Killian is a financial advisor with Voya Financial Advisors, Inc. She has been in the industry since 2011 and holds the Series 6, Series 63, and SIE licenses. Jeanne is registered to provide investment advice in New York. She has experience with individual clients, as well as corporations, charitable organizations and high-net-worth individuals. Jeanne provides services including financial planning, portfolio management for individuals and businesses, and educational seminars. Prior to joining Voya Financial Advisors, Inc. Jeanne worked for ROYAL ALLIANCE ASSOCIATES, INC. in Williamsville, NY.
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
NY
02/03/2016 - Present
Voya Financial Advisors, Inc. (WILLIAMSVILLE NY)
NY
12/13/2010 - 08/24/2015
ROYAL ALLIANCE ASSOCIATES, INC. (WILLIAMSVILLE NY)
BC
Issued 03/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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