Keista
Ransom

Voya Financial Advisors, Inc

CRD#4321531
Investment Advisor
in Tampa, FL

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About this Advisor

Keista Ransom is a financial advisor based in Tampa, Florida with 8 years of industry experience. Ransom is on the advisory team at Voya Financial Advisors, Inc. Ransom has gained experience at Ing Financial Advisers, LLC, Ing, Ing Financial Partners, Invest Financial Corporation and Voya Financial Advisors, Inc. Ransom has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida, New York and Texas. Voya Financial Advisors, Inc is a registered investment business that has its headquarters in Windsor, CT. The investment advisory business has offices in 299 locations and a total of 605 employees. It has $2 billion in assets under management among its 13,909 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 13,909 customer accounts, 17% are held by high-net-worth clients who have at least $1 million in assets available to invest. Voya Financial Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Voya Financial Advisors, Inc most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2202 N West Shore Blvd Suite 200
Tampa, FL 33607

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

FL Average: $5,297,377,271
Total Number of Employees

605

FL Average: 35
Total Number of Accounts

13,909

FL Average: 690
Average Account Size

$173,339

FL Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Keista Ransom Work History

Keista has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Voya Financial Advisors, Inc

2014 - 2014 (< 1 year)

Invest Financial Corporation

2010 - 2014 (4 years)

Ing Financial Partners

2005 - 2014 (9 years)

Ing Financial Advisers, LLC

2005 - 2014 (9 years)

Ing

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keista Ransom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Voya Financial Advisors, Inc

William Fitzgerald
Windsor, CT
Maureen Weir
Windsor, CT
John Dubeansky
Austin, TX
Ryan Vallee
Windsor, CT
Walter Ruczynski
Walnut Creek, CA
Michael Sotile
Nashville, TN
James Bermingham
Federal Way, WA
Matthew Smith
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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