Unclaimed
Shawn Fritschy is a financial advisor with Voya Financial Advisors, Inc., based in Windsor, CT. Shawn has over 20 years of experience in the financial industry and is committed to providing personalized financial planning and investment advice to individuals and families. Shawn has a deep understanding of the financial markets and is dedicated 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
09/15/2022 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
06/20/2013 - 09/15/2021
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
10/11/2011 - 06/24/2013
LPL FINANCIAL LLC (ROCKY HILL CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WEST HARTFORD CT)
CT
04/08/2002 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (ROCKY HILL CT)
MN
04/23/2001 - 06/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/23/2001 - 06/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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