Unclaimed
Sharon Mcgarry Dubois is a registered Investment Advisor Representative with Voya Retirement Advisors, LLC. Sharon is a seasoned financial professional with over three decades of experience in the industry. She has a comprehensive understanding of the financial services landscape, having held previous roles with Aetna Financial Services, Inc. and Aetna Capital Management, Inc. Sharon's dedication to her clients is evident in her commitment to providing personalized financial guidance and investment strategies tailored to their unique needs and 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.
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.
1
2
CT
07/12/2023 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
CT
09/26/1996 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
02/18/1992 - 10/15/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
CT
02/17/1989 - 11/18/1992
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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