Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Devine Greenough is an investment advisor representative with Voya Financial Advisors, Inc. William has been in the industry for over 27 years and is registered with the state of Connecticut. William is also registered with the state of New Hampshire and New York. Voya Financial Advisors, Inc. is an independent broker-dealer and investment advisor. Voya Financial Advisors, Inc. is a registered investment advisor with the Securities and Exchange Commission and the state of Connecticut. William and Voya Financial Advisors, Inc. offer a variety of financial products and services, including financial planning, investment management, and retirement planning.
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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CT
09/04/2024 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
NH
01/27/2022 - 05/07/2024
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 08/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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