Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Patrice Desrosiers is a financial advisor with Voya Financial Advisors, Inc. Kellie is a registered representative in Connecticut, Florida and Texas. Kellie has been in the financial industry since June 2002. Kellie holds Series 6, 7, 24, 26, 63 and 66 securities licenses and is also licensed as a Registered Investment Advisor in Connecticut, Florida and Texas.
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
FL
01/09/2012 - Present
Voya Financial Advisors, Inc. (Ponte Vedra Beach FL)
CT
06/07/2002 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 09/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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