Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salli? Claim Your ProfileSalli Wells is a financial advisor with over 30 years of experience in the industry. Salli is currently registered with Voya Financial Advisors, Inc. Salli has a broad range of experience in the industry, having worked for several firms prior to Voya. Salli is also a licensed independent insurance agent. Salli is dedicated to providing personalized financial advice to individuals, families, and businesses.
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
CA
05/01/2023 - Present
Voya Financial Advisors, Inc. (REDLANDS CA)
CA
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (REDLANDS CA)
CT
04/12/2000 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
11/11/1992 - 10/15/1993
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
08/18/1989 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
04/30/1990 - 08/19/1992
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
TX
03/24/1988 - 07/05/1989
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
06/12/1985 - 04/05/1988
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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