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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Maynard Moretta is an active financial advisor with over 30 years of experience. Steven currently works at Voya Financial Advisors, Inc. and is registered in Connecticut, New York, and several other states. Steven has a diverse background, having worked at firms such as ING FINANCIAL ADVISERS, LLC, AETNA FINANCIAL SERVICES, INC., and Edward Jones. Steven holds the Series 6, Series 7, Series 63, and Series 65 licenses. Steven is a specialist in retirement planning, college planning, and investment management. Steven has experience working with individuals, families, and businesses.
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
CT
10/12/2022 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
09/27/1999 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
12/14/1999 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MO
07/26/1999 - 09/15/1999
EDWARD JONES (ST. LOUIS MO)
CT
03/04/1997 - 06/17/1999
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CT
10/04/1996 - 03/05/1997
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
10/15/1993 - 09/23/1996
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
05/29/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
MA
05/01/1990 - 04/14/1992
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 01/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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