Unclaimed
Paul Peter Vassily is a registered investment advisor representative with Voya Retirement Advisors, LLC. Paul has been in the financial services industry since 2006. Paul is registered with the state of Massachusetts. Paul has passed the Series 6, Series 63, and Series 65 exams. Paul is a specialist in investment company products and variable contracts. Paul has experience in advising individuals and corporations. Voya Retirement Advisors, LLC is a firm that provides financial advice to a variety of clients, including corporations, businesses, state and municipal governments, and individuals. The firm specializes in providing investment management services.
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
03/04/2008 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
MA
09/13/2006 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (BRAINTREE MA)
IA
Issued 02/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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