Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Collins has been in the financial industry since 2007. Currently, William is registered with Voya Financial Advisors, Inc. and is located in Windsor, CT. William has prior experience with INFINEX INVESTMENTS, INC., VOYA FINANCIAL ADVISORS, INC. and ING FINANCIAL ADVISERS, LLC. William holds the following licenses: Series 6, Series 7, Series 24, Series 53, Series 63 and Series 66. William is a financial advisor in the following areas: Financial Planning, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals.
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
02/10/2020 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
01/22/2019 - 02/05/2020
INFINEX INVESTMENTS, INC. (MERIDEN CT)
CT
05/18/2016 - 12/01/2017
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
11/18/1997 - 05/19/2008
ING FINANCIAL ADVISERS, LLC (GLASTONBURY CT)
BC
Issued 08/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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