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Lee Ann Foley

Cigna Benefits Financing, Inc.

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About Lee Ann Foley

Lee Ann Foley is a financial professional with over 30 years of experience in the industry. Lee Ann is currently registered with Cigna Benefits Financing, Inc. Lee Ann's background includes experience with Cigna Financial Advisors, Inc. Lee Ann holds the Series 6, Series 28, SIE and Series 99TO licenses. Lee Ann has a broad range of experience and is dedicated to helping her clients achieve their financial goals.

Firm Information

Lee Foley is currently registered with Cigna Benefits Financing, Inc.. Cigna Benefits Financing, Inc. is a Connecticut corporation formed on February 12, 2010. It is registered with the Securities and Exchange Commission and the state of Connecticut.

Not reported

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lee Foley’s Registration & Firm History

CT

01/14/2011 - Present

Cigna Benefits Financing, Inc. (BLOOMFIELD CT)

PA

06/05/1990 - 12/31/1997

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 09/27/2010

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee Ann Foley.
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