Invested Better
Unclaimed

Unclaimed

Unclaimed

Shauna Marcus

Voya Financial Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shauna? Claim Your Profile

About Shauna Marcus

Shauna Marcus is a financial professional with over 24 years of experience in the industry. Shauna is currently registered with Voya Financial Partners, LLC and holds Series 6, 26, 63, 99TO and SIE licenses. Shauna has been active in the New York market for over 20 years. Before joining Voya Financial Partners, LLC, Shauna was affiliated with GWFS EQUITIES, INC. and ICMA - RC SERVICES, INC.. Shauna is also licensed in New Jersey.

Firm Information

Shauna Marcus is currently registered with Voya Financial Partners, LLC. Voya Financial Partners, LLC is a Limited Liability Company formed in November 2000. The firm is registered in all 50 U.S. states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

460

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shauna Marcus’s Registration & Firm History

NY

12/23/2019 - Present

Voya Financial Partners, LLC (New York NY)

NY

04/10/1998 - 11/22/2019

GWFS EQUITIES, INC. (NEW YORK NY)

DC

03/02/1998 - 03/09/1998

ICMA - RC SERVICES, INC. (WASHINGTON DC)

Not sure if Shauna Marcus is right for you?

Licenses & Designations

BC

Issued 02/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shauna Marcus.
Not sure if Shauna Marcus is right for you?