Unclaimed
Stephen Salmon is a financial advisor with Voya Financial Advisors, Inc. Stephen is a registered representative with FINRA and holds the Series 7, Series 66 and SIE licenses. Stephen has experience in the financial services industry since 2021. Stephen has worked with both individuals and businesses, providing them with financial planning, portfolio management and other advisory services.
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
09/18/2024 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
NY
01/21/2021 - 08/03/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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