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LF

Lee A. Foley

CIGNA BENEFITS FINANCING
Bloomfield, CT 06002
Some features on this profile are disabled
CRD#: 2064442
LF

Professional summary


Lee Ann Foley, who also goes by Lee Ann Hardy, Lee Ann Murray, is a registered financial professional currently at CIGNA BENEFITS FINANCING, INC. located in Bloomfield, Connecticut.

Lee is registered as a RR (Registered Representative) and started their career in finance in 1990. Lee has worked at 2 firms and has passed the Series 99TO, SIE, Series 6 and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lee Ann Hardy | Lee Ann Murray

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Lee Ann Foley's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 14, 2011 - Present

CIGNA BENEFITS FINANCING, INC.

Office #1: 900 Cottage Grove Road Wilde Building - A4col, Bloomfield, CT 06002Office #2: 900 Cottage Grove Rd. Wilde Building-a4col, Bloomfield, CT 06002
BD
CRD#: 153670
Bloomfield, CT
Past

June 5, 1990 - December 31, 1997

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 9/27/2010
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CB
CIGNA BENEFITS FINANCING, INC.
CIGNA BENEFITS FINANCING, INC.

CRD#: 153670 / SEC#: , 8-68563

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
900 Cottage Grove Rd. Wilde Building-a4col, Bloomfield, CT 06002
Mailing Address
900 Cottage Grove Rd Wilde Building-a4col, Bloomfield, CT 06002
Phone number
(860) 226-9018
Established
Delaware since 02/12/2010
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CIGNA INVESTMENTS INC.OWNER
FOLEY, LEE ANNCFO/TREASUER/FINOP
KRAUSS, JEFFREY JOSEPHCCO2630145
LABONTE, TRACY LYNDIRECTOR7674883
RUSSELL, DAVID ANDREWDIRECTOR6378251
SNOW, CHRISTOPHER SCOTTDIRECTOR5772680
WILLERTON, LAUREN GROSS MRSPRESIDENT/DIRECTOR3046690

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CIGNA BENEFITS FINANCING, INC.

CRD#: 153670Bloomfield, CT 06002

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