Steven Sanchez, financial advisor San Jose CA
93 score

Steven Sanchez

CRD Number: 5625993
Current Firm: Voya Financial Advisors, Inc.

Steven Sanchez (CRD# 5625993) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Jose, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors, Inc. San Jose, CA Nov 2016 - Current 1
Valic Financial Advisors, Inc. Modesto, CA Jun 2014 - Nov 2016 2
Allstate Insurance Company San Jose, CA May 2013 - Apr 2014 < 1
Sain Incorporated Inc/golden Links LLC San Jose, CA May 2013 - Apr 2014 < 1
Unemployed San Jose, CA Apr 2012 - May 2013 1
Bank Of America, N.a. San Jose, CA Nov 2011 - Apr 2012 < 1
Merrill Lynch Pierce Fenner &amp; Smith San Jose, CA Aug 2011 - Apr 2012 < 1
State Farm Los Gatos, CA Apr 2011 - Aug 2011 < 1
Ubs Financial Services Inc. San Jose, CA Jan 2011 - Apr 2011 < 1
Ubs Financial San Jose, CA Jan 2011 - Apr 2011 < 1
Farmers Santa Clara, CA Aug 2010 - Jan 2011 < 1
Trilogy Financial Services San Mateo, CA Apr 2010 - Aug 2010 < 1
Trilogy Financial Services San Mateo, CA Apr 2010 - Aug 2010 < 1
National Planning Corporation San Mateo, CA Apr 2010 - Jul 2010 < 1
National Planning Corporation San Mateo, CA Apr 2010 - Jul 2010 < 1
Jpmorgan Chase Bank Na San Jose, CA Oct 2009 - Mar 2010 < 1
Chase Investments Services Corp San Jose, CA Oct 2009 - Mar 2010 < 1
Jpmorgan Chase Bank Na San Jose, CA Oct 2009 - Mar 2010 < 1
Chase Investments Services Corp San Jose, CA Oct 2009 - Mar 2010 < 1
Minnesota Life Insurance Company St. Paul, MN Dec 2008 - Oct 2009 < 1
Securian Financial Services St. Paul, MN Dec 2008 - Oct 2009 < 1
Sgc Financial San Mateo, CA Dec 2008 - Oct 2009 < 1
Minnesota Life Insurance Company St. Paul, MN Dec 2008 - Oct 2009 < 1
Sgc Financial San Mateo, CA Dec 2008 - Oct 2009 < 1
Securian Financial Services St. Paul, MN Dec 2008 - Oct 2009 < 1
World Group Securities San Jose, CA Jul 2006 - Sep 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Steven A. Sanchez
Phone Number: 1-800-356-2906
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11,151
    MILLIONS
  • Total Number of Accounts
    59,860
    ACCOUNTS
  • Average Account Value
    $186,281
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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