Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Coles is a financial advisor with over 40 years of experience in the industry. Stephan is currently registered with Voya Financial Advisors, Inc. in New York and has previously worked with ING Financial Advisors, LLC, Aetna Life Insurance and Annuity Company, The Prudential Insurance Company of America, Mutual Benefit Financial Service Company, The Mutual Life Insurance Company of New York, CIGNA Securities, Inc., and CG Equity Sales Company. Stephan holds the Series 1, 7, 63, SIE and 6TO licenses. Stephan's specializations include retirement planning, investment advisory services, insurance, estate planning, and college planning. Stephan also provides fixed insurance sales through an Independent Insurance Agent business.
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
FL
07/23/2024 - Present
Voya Financial Advisors, Inc. (Boynton Beach FL)
NY
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MELVILLE NY)
CT
01/01/1989 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NJ
04/24/1985 - 05/01/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
05/22/1985 - 10/22/1990
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NY
04/18/1983 - 07/11/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
08/09/1983 - 02/20/1985
CIGNA SECURITIES, INC.
NA
06/04/1980 - 10/13/1981
CG EQUITY SALES COMPANY
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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