Stacey
Osborne
Voya Financial Advisors, Inc
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About this Advisor
Stacey Osborne is a chartered financial consultant who works out of Fairfax, Virginia who has 12 years of relevant experience. Osborne is on the advisory team at Voya Financial Advisors, Inc. Over the course of their career, they have held roles at Aetna Life And Casualty, Aetna Life Insurance And Annuity Company, Ing, Ing Financial Partners, Inc and Voya Financial Advisors. Osborne maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in Maryland, New York, Texas and Virginia. Voya Financial Advisors, Inc is an advisory company that has its headquarters in Windsor, CT. The firm has offices in 299 locations and a total of 605 people on staff. It handles $2 billion in assets among its 13,909 accounts, making it one of the largest firms in the United States by assets under management. The firm serves five charities and foundations. Of its 13,909 client accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. The business has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically vary depending on which services the firm provides the client. However, fee types charged by Voya Financial Advisors, Inc likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,410,968,380
605
13,909
$173,339
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
Stacey Osborne Work History
Stacey has been registered as a financial advisor for 12 years.*
Voya Financial Advisors
Ing Financial Partners, Inc
Ing
Aetna Life And Casualty
Aetna Life Insurance And Annuity Company
*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 Stacey Osborne 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
Roslyn, NY
San Francisco, CA
Upper Darby, PA
Independence, OH
Austin, TX
Windsor, CT
Milwaukee, WI
Nashville, TN
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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