Unclaimed
Molly Lagos is a financial advisor with Voya Retirement Advisors, LLC, with an office in Windsor, CT. Molly is a Registered Representative (RA) in California, having passed the Uniform Investment Adviser Law Examination (Series 65) in June 2024. Molly has been working in the financial industry since May 2020 and previously worked for Bankers Life Securities, Inc. and Voya Financial Partners, LLC. Molly has also passed the Uniform Securities Agent State Law Examination (Series 63) in August 2022.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
06/12/2024 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
CA
05/06/2022 - 01/27/2023
BANKERS LIFE SECURITIES, INC. (Modesto CA)
IA
Issued 06/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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