Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Elmslie is a financial advisor who has been in the industry since 1990. William Elmslie is currently registered with Voya Financial Advisors, Inc., a broker-dealer with approximately 3053 billion dollars in regulatory assets under management. William Elmslie is also registered with Voya Financial Partners, LLC, an investment adviser.
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
CT
02/13/2012 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
RI
03/06/2000 - 04/08/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
08/15/1997 - 02/16/2000
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
CT
10/15/1993 - 07/17/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
05/08/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
12/08/1989 - 10/15/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Elmslie is the right advisor for you? Invested Better is here to help.
