Unclaimed
Joshua MacLean is a financial advisor with Voya Financial Partners, LLC based in Windsor, CT. Joshua has been in the industry since 2015 and is registered in Iowa. Joshua holds the Series 6, 7 and 63 licenses, as well as the SIE exam.
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.
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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2
CT
12/11/2019 - Present
Voya Financial Partners, LLC (WINDSOR CT)
IA
11/13/2018 - 12/13/2019
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
03/17/2015 - 11/05/2018
NYLIFE SECURITIES LLC (Polk City IA)
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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