Unclaimed
Lisa Syphers is a financial advisor at Voya Financial Advisors, Inc. Lisa has over 20 years of experience in the financial services industry. Lisa works with individuals, families, and businesses to help them reach their financial goals. Lisa is committed to providing her clients with personalized financial advice and guidance.
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
CT
01/22/2020 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
03/24/2004 - 02/24/2010
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
06/24/2003 - 08/12/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
08/28/2000 - 10/04/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
08/03/1994 - 02/25/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CA
09/01/1993 - 12/19/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2018
Series 99 - Operations Professional Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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