Thakoor Ben Balkaran

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  Balkaran & Associates
  Melville, NY
• 09/2014 → Present
  Voya Financial Advisors
  Melville, NY

Previous Registrations

• 2005-03-21 → 2011-01-03
  Voya Financial Partners, Llc
  Latham, NY
  Melville, NY
  Melville, NY

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; ONE HUNTINGTON QUAD STE 1C01; MELVILLE; NY; 11747; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/15/2010; 5; 5; SALES OF FIXED INSURANCE PRODUCTS|

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-28
• S63 Uniform Securities Agent State Law Examination
  1994-07-20

Other Names

• Thakoor Balkaran