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Jennifer Lea Costello

Voya Retirement Advisors, LLC

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About Jennifer Lea Costello

Jennifer Lea Costello is a financial advisor with over 20 years of experience. Jennifer is currently registered with Voya Retirement Advisors, LLC and has also previously been registered with AIG Financial Advisors, Inc., SunAmerica Securities, Inc. and ING Financial Advisors, LLC. Jennifer holds several licenses including Series 6, 7, 24, 63, and 66. Jennifer has been a financial advisor since 1999.

Firm Information

Jennifer Costello is currently registered with Voya Retirement Advisors, LLC. Voya Retirement Advisors, LLC is a terminated Limited Liability Company formed in February 2000. The firm is headquartered in Windsor, CT and provides portfolio management for individuals. Voya Retirement Advisors, LLC has 136 investment advisor representatives and manages approximately $27,040,741,407 in regulatory assets under management.
Voya Retirement Advisors, LLC

ONE ORANGE WAY

WINDSOR, CT 06095

$27.04B

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Costello’s Registration & Firm History

AZ

07/14/2023 - Present

Voya Retirement Advisors, LLC (SCOTTSDALE AZ)

AZ

10/31/2005 - 12/15/2005

AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)

AZ

12/10/2004 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

CT

11/15/1999 - 12/08/2004

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 07/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/12/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Lea Costello.
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