Unclaimed
Katarzyna Jablonski is a registered representative with Voya Investment Management Co. LLC, based in Avon, CO. Katarzyna has been in the financial services industry for over 10 years and has a proven track record of success. Her expertise lies in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Katarzyna holds the Series 7 and Series 66 securities licenses and the SIE exam. Katarzyna is dedicated to providing her clients with personalized financial advice and investment solutions tailored to their individual needs and goals.
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.
1
2
CO
08/02/2023 - Present
Voya Investment Management Co. LLC (Avon CO)
CA
09/30/2021 - 05/09/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (Los Angeles CA)
FL
04/15/2015 - 10/25/2019
AMUNDI PIONEER DISTRIBUTOR, INC. (MIAMI FL)
NY
08/20/2014 - 04/08/2015
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
NJ
08/25/2011 - 08/20/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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