Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Hartwich is a financial advisor at Voya Financial Advisors, Inc. with over 20 years of experience in the industry. Trey is licensed in 13 states, including Arizona, Florida, Georgia, Kansas, Missouri, Nebraska, Ohio, Oklahoma, South Dakota, Texas, and Wisconsin. Trey holds both Series 6 and Series 63 securities licenses, as well as Series 65. Trey is a member of the FINRA. Trey specializes in financial planning, portfolio management for businesses and individuals, as well as educational seminars. Trey works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Trey previously worked at ING Financial Advisors, LLC for 9 years.
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
KS
05/09/2019 - Present
Voya Financial Advisors, Inc. (TOPEKA KS)
KS
07/19/2001 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (TOPEKA KS)
IA
Issued 10/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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