Amy Henley (CRD# 2392027) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 24 years of experience in the finance industry.
CRD# 2093525
Integrated Wealth Concepts LLC
CRD# 1654
Janney Montgomery Scott LLC
CRD# 6423673
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial Partners, LLC | Windsor, CT | Jul 2022 - Current | 1 |
| Voya Retirement Advisors, LLC | Windsor, CT | Jul 2022 - Current | 1 |
| Voya Financial | Windsor, CT | Sep 2014 - Current | 9 |
| Voya Financial Advisors | Windsor, CT | Sep 2014 - Current | 9 |
| Voya Financial Partners | Windsor, CT | Sep 2014 - Jun 2017 | 2 |
| Directed Services LLC | Windsor, CT | Dec 2010 - Jun 2017 | 6 |
| Voya Retirement Advisors | Windsor, CT | Sep 2014 - Sep 2016 | 2 |
| Ing Financial Partners, Inc. | Windsor, CT | Dec 2010 - Sep 2014 | 3 |
| Ing Investment Advisors, LLC | Windsor, CT | Jul 2010 - Sep 2014 | 4 |
| Ing | Windsor, CT | Nov 2004 - Sep 2014 | 9 |
| Ing Financial Advisers, LLC | Windsor, CT | Nov 2004 - Sep 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- CT
-
Total Assets Under Management2,685MILLIONS
-
Total Number of Accounts13,923ACCOUNTS
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Average Account Value$192,831
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV, WY
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