Unclaimed
Michael Foscaldi is a financial advisor with over 20 years of experience in the industry. He is currently registered with Voya Financial Partners, LLC in New York, NY and holds Series 6, 63 and 65 licenses. Michael has previously worked with Nationwide Investment Services Corporation, Sun Life of Canada (U.S.) Distributors, Inc., and The Great-West Life Assurance Company. Michael has a strong track record of providing investment advice and financial planning services to clients.
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.
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.
1
2
NY
06/11/2021 - Present
Voya Financial Partners, LLC (NEW YORK NY)
OH
12/11/2000 - 09/18/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MA
04/10/1995 - 12/19/1997
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
CO
07/21/1994 - 02/27/1995
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
IA
Issued 07/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Foscaldi is the right advisor for you? Invested Better is here to help.