James SzykownyCRD Number: 3098427
Current Firm: Voya Financial Advisors, Inc.
James Szykowny (CRD# 3098427) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Toledo, OH and has over 10 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Cogent Wealth Solutions||Holland, OH||Jul 2015 - Current||2|
|Voya Financial Advisors||Sylvania, OH||Sep 2014 - Current||3|
|Szykowny Financial Strategies||Sylvania, OH||Jan 2011 - Current||6|
|Merck & Company, Inc.||Sylvania, OH||Feb 2005 - Current||12|
|Ing Financial Partners||Holland, OH||Feb 2007 - Sep 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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