Unclaimed
Kristopher Coons is an investment advisor representative with Voya Retirement Advisors, LLC. Kristopher has been in the industry since February 1, 2006, with experience in both investment advising and broker-dealer activities. Kristopher holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Kristopher is currently registered in Maine and Massachusetts as an investment advisor representative. Voya Retirement Advisors, LLC is a firm that provides portfolio management for individuals and operates with a focus on clients such as corporations or other businesses, banking or thrift institutions, and state or 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.
1
2
CT
05/01/2006 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
ME
04/07/2006 - 10/20/2016
VOYA RETIREMENT ADVISORS, LLC (LEWISTON ME)
IA
Issued 04/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kristopher Coons is the right advisor for you? Invested Better is here to help.