Unclaimed
Thakoor Balkaran is a financial advisor with Voya Financial Advisors, Inc., based in Melville, NY. Thakoor has been in the financial services industry since 1994. Thakoor holds the Series 63, 65, 7, 9, 10, 24, and 8 licenses. Thakoor Balkaran is registered with the state of New York. Thakoor Balkaran also has a previous registration with ING FINANCIAL ADVISERS, LLC, and TD WATERHOUSE INVESTOR SERVICES, INC. Thakoor Balkaran is a registered investment advisor.
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
NY
10/11/2022 - Present
Voya Financial Advisors, Inc. (MELVILLE NY)
NY
03/19/2002 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MELVILLE NY)
NE
10/13/1994 - 03/11/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
07/15/1994 - 08/09/1994
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
IA
Issued 03/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/27/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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