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Denise Alison Zellers

Voya Financial Advisors, Inc.

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About Denise Alison Zellers

Denise Alison Zellers is a financial advisor registered with Voya Financial Advisors, Inc., offering investment and financial planning services in Toledo, Ohio. Denise is a registered representative in the state of Ohio and Michigan. Denise holds Series 63, Series 6TO and SIE licenses. Denise has been in the financial services industry for over 4 years, and is committed to helping clients reach their financial goals. Denise has also volunteered with the YWCA's Rape Crisis Center, providing crisis intervention, support and information to victims of sexual assault.

Firm Information

Denise Zellers is currently registered with Voya Financial Advisors, Inc.. Voya Financial Advisors, Inc. is a corporation formed in 1968 and headquartered in Windsor, Connecticut. They offer financial planning, portfolio management for individuals and businesses, and educational seminars. With over 500 licensed investment advisor representatives and registered representatives, they manage approximately $3 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. They are registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Voya Financial Advisors, Inc.

ONE ORANGE WAY

WINDSOR, CT 06095

$3.05B

Assets Under Management

264

Total Clients

684

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Denise Zellers’s Registration & Firm History

OH

04/29/2020 - Present

Voya Financial Advisors, Inc. (TOLEDO OH)

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Licenses & Designations

BC

Issued 11/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denise Alison Zellers.
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