Unclaimed
Kathy Van fossen is a financial advisor with Voya Retirement Advisors, LLC. Kathy has been in the financial services industry since 2008. Kathy holds the Series 6, Series 63 and Series 65 licenses and is registered with the states of Georgia and Michigan. Kathy is also a registered representative with Voya Retirement Advisors, LLC. Kathy's professional experience includes working as a financial advisor for Voya Financial Advisors and Rich's Residential. Kathy also worked as a sales associate for TJ Maxx. Kathy provides financial advice to individuals, corporations, and other businesses, as well as state and municipal government entities.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
09/28/2010 - Present
Voya Retirement Advisors, LLC (GRAND LEDGE MI)
CT
12/02/2008 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
IA
Issued 04/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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