Unclaimed
Kylie Danielle O'Connor is a registered investment advisor representative with Voya Investment Management Co. LLC, a firm with offices in NEW YORK, NY and Saint Louis Park, MN. Kylie holds Series 7TO and Series 66 licenses and has been in the industry since 2019. Kylie previously worked for ROBINHOOD FINANCIAL, LLC and MORGAN STANLEY. Kylie is a highly experienced and qualified advisor with a commitment to providing excellent client service.
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.
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2
NY
01/31/2023 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
AZ
06/09/2021 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
08/08/2019 - 06/07/2021
MORGAN STANLEY (GILBERT AZ)
BOTH
Issued 09/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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