Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Gordon Tucker-white is a financial advisor who has been in the industry since 1992. Joan is currently registered with Voya Financial Advisors, Inc. in Connecticut, New York and Texas. Joan has previously worked at ING FINANCIAL ADVISERS, LLC, HARTFORD EQUITY SALES COMPANY INC. and AETNA LIFE INSURANCE AND ANNUITY COMPANY. Joan holds Series 6, 7 and 66 securities licenses and is also registered as an investment advisor representative (IAR) in Connecticut, New York and Texas. Joan's specializations include: Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses.
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.
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2
CT
05/15/2023 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
02/09/1998 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
10/24/1997 - 02/10/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
10/15/1993 - 06/26/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/19/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 06/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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