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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Poitras is a financial advisor at Voya Financial Advisors, Inc. Jeffrey is active in the investment industry with over 20 years of experience. He is registered with FINRA and is a registered investment advisor in Arizona. He has a Series 7, Series 24, and Series 66 securities license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
01/20/2023 - Present
Voya Financial Advisors, Inc. (PORTLAND OR)
UT
10/21/2021 - 01/09/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
AZ
10/24/2019 - 05/28/2021
VOYA FINANCIAL PARTNERS, LLC (Chandler AZ)
AZ
06/17/2011 - 07/25/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
08/20/2009 - 12/10/2010
WALTON SECURITIES, INC. (SCOTTSDALE AZ)
VA
11/26/2007 - 03/03/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
AZ
10/31/2005 - 10/02/2007
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
10/03/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CO
10/17/2001 - 07/09/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
KS
07/30/1999 - 08/10/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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