Kimberly
Contelmo
Voya Financial Advisors, Inc
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About this Advisor
Kimberly Contelmo is a financial advisor based in Poughkeepsie, New York, working with Voya Financial Advisors, Inc. Kimberly has previously held positions at Ing Financial Partners, Inc and Voya Financial Advisors. Kimberly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Kimberly is part of Voya Financial Advisors, Inc, which operates out of Poughkeepsie, New York. 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
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,684,787,857
529
13,923
$192,831
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
Kimberly Contelmo Work History
Voya Financial Advisors
Ing Financial Partners, Inc
Disclosures
Please visit the SEC profile of Kimberly Contelmo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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