Unclaimed
John Frigeri is a financial advisor with over 15 years of experience in the industry. John is registered with Voya Financial Advisors, Inc. and has offices in Windsor, CT, Braintree, MA, and Coventry, CT. John is a Registered Representative and Investment Advisor Representative, holding licenses in several states, including Connecticut, New York, and Texas. John offers a variety of services, including financial planning, portfolio management, and educational seminars.
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
05/29/2015 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
04/29/2009 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
08/21/2006 - 04/15/2009
DIRECTED SERVICES LLC (WINDSOR CT)
IA
Issued 01/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Frigeri is the right advisor for you? Invested Better is here to help.