Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Klein is a financial advisor with over 39 years of experience in the industry. Robert is registered with Voya Financial Advisors, Inc. and has been affiliated with the firm since 2014. Robert has a strong track record of providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Robert holds the Series 66, 7, and 2 securities licenses, and the SIE exam. Robert is also a Chartered Financial Consultant (ChFC). Robert has experience in various areas of financial services, including insurance, annuities, mutual funds, and retirement planning. Robert is committed to helping clients achieve their financial goals.
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.
1
2
CT
07/14/2022 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
06/28/1986 - 03/26/1988
TRAVELERS EQUITIES SALES, INC.
NA
01/15/1986 - 07/14/1986
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BOTH
Issued 05/05/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1977
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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