Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Lovanio is a financial professional with over 20 years of experience in the securities industry. Currently, Jeffrey works as an Investment Advisor Representative for Voya Investment Management Co. LLC, with branch offices in New York, NY and Fairfield, CT. Prior to joining Voya, Jeffrey held positions at various firms including MML Distributors, LLC, MetLife Investors Distribution Company, Linsco/Private Ledger Corp., Wachovia Securities, Inc., and Raymond James Financial Services, Inc.. Jeffrey holds licenses and certifications in both the securities and investment advisory industries and has achieved several professional designations. He also operates an independent consulting firm, BondWell LLC, assisting real estate agents with marketing strategies.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/30/2020 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
CT
02/21/2014 - 01/27/2016
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
08/23/2005 - 01/23/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
SC
12/04/2002 - 06/22/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
11/29/2001 - 12/11/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
FL
02/10/2000 - 11/30/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 07/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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