Unclaimed
Marino Monti is a financial advisor at Voya Financial Advisors, Inc. Marino has been in the industry since 2018 and has a broad range of experience in financial planning, portfolio management for individuals and businesses, and providing educational seminars. Marino holds the Series 99 and SIE licenses. Voya Financial Advisors, Inc. is a well-established firm with a focus on providing comprehensive financial solutions to individuals, businesses, and organizations.
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
12/22/2021 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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