Sharon Dubois (CRD# 1678166) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 32 years of experience in the finance industry.
CRD# 5520454
Ubs Financial Services Inc.
CRD# 2907107
Cornerstone Planning Group
CRD# 4868991
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial | Hartford, CT | Sep 2014 - Current | 9 |
| Voya Financial Partners | Hartford, CT | Sep 2014 - Current | 9 |
| Ing Financial Advisers, LLC | Hartford, CT | May 2002 - Sep 2014 | 12 |
| Ing | Hartford, CT | Nov 2000 - Sep 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CT
-
Total Assets Under Management27,041MILLIONS
-
Total Number of Accounts11,767ACCOUNTS
-
Average Account Value$2,298,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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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