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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R? Claim Your ProfileR. Adrian Dunuwila is a financial advisor with Voya Financial Advisors, Inc., a firm with over 395 licensed agents and 529 registered representatives. R. Adrian Dunuwila has been in the financial services industry since 1983. He is registered with the state of New Jersey and New York. R. Adrian Dunuwila provides financial planning, educational seminars and portfolio management for individuals and businesses. He is also an independent insurance agent selling fixed insurance products. R. Adrian Dunuwila specializes in retirement planning, college savings, and estate planning. He is also experienced in providing financial advice to high net worth individuals and charitable organizations. R. Adrian Dunuwila has a strong commitment to providing personalized financial advice to his 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/13/2021 - Present
Voya Financial Advisors, Inc. (WILLIAMSVILLE NY)
NY
01/09/2004 - 12/14/2020
LINCOLN INVESTMENT (FAYETTEVILLE NY)
CT
10/15/1993 - 01/09/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
01/20/1992 - 12/31/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CT
10/23/1996 - 11/18/1997
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
01/07/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
MN
10/14/1983 - 12/20/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/14/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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