Unclaimed
Marcus Kincaid is a financial advisor with Voya Financial Advisors, Inc., with over 20 years of experience in the financial services industry. Marcus is licensed to provide financial and investment advice in several states, including Mississippi, New York, and Texas. Marcus's areas of expertise include financial planning, portfolio management for individuals and businesses, and investment advice on a variety of products, including fixed annuities and insurance. Marcus also provides educational seminars to help clients understand their financial options. Marcus is committed to providing his clients with the personalized attention and guidance they need to reach their financial goals.
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
MS
04/30/2020 - Present
Voya Financial Advisors, Inc. (LOUISVILLE MS)
CT
03/21/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MS
01/09/2006 - 03/08/2006
BALLEW INVESTMENTS, INC. (JACKSON MS)
TX
05/11/1999 - 01/13/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/11/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 08/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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