Jaime McAuliffeCRD Number: 3024385
Current Firm: Voya Financial Advisors, Inc.
Jaime McAuliffe (CRD# 3024385) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 14 years of experience in the finance industry.
Barron Financial Group, LLP
Garrett Investment Advisors, LLC
|Voya Financial||Windsor, CT||Sep 2014 - Current||2|
|Voya Financial Advisors||Windsor, CT||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Windsor, CT||Jan 2011 - Sep 2014||3|
|Ing||Windsor, CT||Jul 2010 - Sep 2014||4|
|Ing Financial Advisers, LLC||Windsor, CT||Jul 2010 - Dec 2010||< 1|
|Unemployed||Vernon, CT||Sep 2009 - Jun 2010||< 1|
|Newalliance Investments Inc.||Manchester, CT||Aug 2009 - Aug 2009||< 1|
|Unemployed||Vernon, CT||May 2009 - Jul 2009||< 1|
|Massmutual Life Insurance Company||Enfield, CT||Sep 2003 - Apr 2009||5|
|Mml Investors Services, Inc.||Enfield, CT||Aug 2003 - Apr 2009||5|
|Mass Mutual||Enfield, CT||Oct 2001 - Apr 2009||7|
|Mass Mutual Life Insurance||Enfield, CT||Nov 2000 - Apr 2009||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
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
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