Joseph Najm
Investment adviser representative at Voya Financial Advisors, Inc.
12 yearsExperience
4 statesRegistered in
$3.9BFirm assets
32 yearsFirm in business
Are you Joseph Najm? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Voya Financial Advisors, Inc.Sep 2026 to now
- Fidelity InvestmentsMar 2023 to Aug 2026
- Perfection Valet ParkingAug 2021 to Mar 2023
- US ValetMay 2019 to Aug 2021
- Full-time College StudentSep 2018 to May 2022
- Top of the BayMay 2018 to Aug 2018
- Olive GardenMar 2018 to Apr 2018
- Johnston GasJan 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (MA, NY, RI, TX).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7710115
- Firm CRD
- 2882