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, working with Voya Financial Advisors, Inc. Keista has previously held positions at Invest Financial Corporation and Voya Financial Advisors, Inc. Keista has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New York, and Texas. Currently, Keista is part of Voya Financial Advisors, Inc, which operates out of Tampa, Florida. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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 Westshore Blvd Suite 200
Tampa, FL 33607

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,684,787,857

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

529

FL Average: 35
Total Number of Accounts

13,923

FL Average: 690
Average Account Size

$192,831

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

2015 - Present (9 years)

Voya Financial Advisors, Inc

2014 - 2014 (< 1 year)

Invest Financial Corporation

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

Gregory Springfield
Columbus, OH
James Craig
Windsor, CT
John Harmatuk
Manlius, NY
Rebecca Ruvolo
Independence, OH
Aaron Kim
Lisle, IL
James Bermingham
Federal Way, WA
Chantal Rascon
Windsor, CT
Aaron Cahill
Buffalo, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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