Unclaimed
Patricia Anne Balogh is a financial professional with over 30 years of experience in the financial services industry. Patricia is currently registered with Voya Financial Partners, LLC in Windsor, CT. Patricia has previously held positions with American Skanda Marketing, Inc., Aetna Investment Services, Inc. and Aetna Life Insurance and Annuity Company. Patricia holds the Series 6, Series 63 and SIE licenses and is registered in Connecticut.
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
CT
09/18/1998 - Present
Voya Financial Partners, LLC (WINDSOR CT)
CT
12/10/1996 - 03/27/1998
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
CT
10/15/1993 - 09/13/1996
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
11/21/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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