Wendi Cowdrey-Ragon, financial advisor Danvers MA
81 score

Wendi Cowdrey-Ragon

CRD Number: 1837510
Current Firm: Voya Financial Advisors, Inc.

Wendi Cowdrey-Ragon (CRD# 1837510) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Danvers, MA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Danvers, MA Feb 2016 - Current < 1
Investors Capital Corportation Lynnfield, MA Nov 2014 - Feb 2016 1
None Melrose, MA Aug 2014 - Oct 2014 < 1
People's Securities, Inc. Bridgeport, CT Sep 2010 - Jul 2014 3
None Hampton, NH May 2010 - Sep 2010 < 1
Td Wealth Management Services Inc. Middletown, NY Nov 2009 - May 2010 < 1
Td Wealth Management Services Inc. Middletown, NY Nov 2009 - May 2010 < 1
Tdbanknorth Bedford, NH Dec 2007 - May 2010 2
Bancnorth Investment Group St. Cloud, MN Dec 2007 - May 2010 2
Charles Schwab & Company, Inc. Manchester, NH Oct 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S66 NASAA Uniform Combined State Law Examination Jan 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Wendi C. Cowdrey-Ragon
Phone Number: 1-800-356-2906
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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