Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Launcelot? Claim Your ProfileLauncelot Simon is an investment advisor representative with Voya Retirement Advisors, LLC. Launcelot has been in the industry for over 13 years and has experience with various firms. Launcelot is registered in Florida and Pennsylvania and holds Series 7, 7TO, 63, and 66 licenses. Launcelot is also registered with the Financial Industry Regulatory Authority (FINRA). Launcelot specializes in providing investment advice and portfolio management services to individuals, corporations, and state and municipal government entities. Voya Retirement Advisors, LLC is a Registered Investment Advisor (RIA) firm that provides financial planning and portfolio management services to individuals and institutions.
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
07/05/2023 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
PA
06/04/2022 - 06/07/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
04/25/2011 - 05/16/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/02/2010 - 07/27/2010
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
NY
01/08/2010 - 04/14/2010
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
07/24/2009 - 02/09/2010
E1 ASSET MANAGEMENT, INC. (NEW YORK NY)
BOTH
Issued 06/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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