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Jeffrey Alan Finger

Voya Retirement Advisors, LLC

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About Jeffrey Alan Finger

Jeffrey Alan Finger is a financial advisor who has been in the industry for over 13 years. Jeffrey is currently registered with Voya Retirement Advisors, LLC. Previously, Jeffrey was registered with Directed Services LLC, Woodbury Financial Services, Inc., Sunset Financial Services, Inc., and QA3 Financial Corp. Jeffrey specializes in providing portfolio management for individuals and has a Series 7, Series 66, and Series 26.

Firm Information

Jeffrey Finger is currently registered with Voya Retirement Advisors, LLC. Voya Retirement Advisors, LLC is a terminated Limited Liability Company formed in February 2000. The firm is headquartered in Windsor, CT and provides portfolio management for individuals. Voya Retirement Advisors, LLC has 136 investment advisor representatives and manages approximately $27,040,741,407 in regulatory assets under management.
Voya Retirement Advisors, LLC

ONE ORANGE WAY

WINDSOR, CT 06095

$27.04B

Assets Under Management

Not reported

Total Clients

83

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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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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percentage of assets

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

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Jeffrey Finger’s Registration & Firm History

IA

07/12/2023 - Present

Voya Retirement Advisors, LLC (Johnston IA)

IA

01/12/2016 - 06/24/2018

DIRECTED SERVICES LLC (DES MOINES IA)

IA

10/20/2014 - 01/11/2016

WOODBURY FINANCIAL SERVICES, INC. (CLIVE IA)

IA

02/27/2012 - 10/20/2014

SUNSET FINANCIAL SERVICES, INC. (Clive IA)

IA

01/09/2009 - 10/15/2010

QA3 FINANCIAL CORP. (WEST DES MOINES IA)

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Licenses & Designations

BOTH

Issued 09/19/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Alan Finger.
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