Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Paul Donella is a financial advisor registered with Voya Financial Advisors, Inc. Stephen has been in the industry since 1996, and has been a registered representative with Voya Financial Advisors, Inc. since September 2014. Stephen provides financial planning, education seminars, and portfolio management services. Stephen has offices in Manlius, NY, and Williamsville, NY. Stephen is licensed to offer investment advice in 24 states and the District of Columbia.
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
NY
09/26/2022 - Present
Voya Financial Advisors, Inc. (MANLIUS NY)
NY
11/27/1996 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MANLIUS NY)
IA
Issued 05/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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