Unclaimed
Kristina Alexis Bell-taylor is a financial advisor at Voya Financial Advisors, Inc., registered in California. She has been in the financial services industry since 1998 and has been with Voya Financial Advisors, Inc. since September 2014. Kristina specializes in financial planning, portfolio management, and educational seminars for individuals, businesses, and charitable organizations. She also assists with the selection of other advisors for clients.
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
CA
01/10/2017 - Present
Voya Financial Advisors, Inc. (REDLANDS CA)
CT
01/04/2007 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
HI
03/22/1999 - 12/31/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (HONOLULU HI)
CT
08/25/1998 - 03/11/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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