Unclaimed
Paul Loulakis is a financial advisor with Voya Financial Partners, LLC. Paul has been in the industry since 2000. Paul is registered with FINRA and holds Series 6, Series 63, and SIE licenses. Paul is currently registered in North Carolina, South Carolina, and Virginia. Previously, Paul was employed with VOYA FINANCIAL ADVISORS, INC. and ING FINANCIAL ADVISERS, LLC in both Connecticut and Massachusetts.
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
03/12/2015 - Present
Voya Financial Partners, LLC (NEW YORK NY)
CT
10/22/2012 - 03/12/2015
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
05/27/2005 - 10/22/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
11/26/2002 - 09/07/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
CT
12/21/2000 - 08/13/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
02/28/2000 - 10/03/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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