Unclaimed
Jeffrey Michael Dilthey is a financial advisor with over 17 years of experience in the industry. Jeffrey is currently registered with Voya Financial Partners, LLC in Scottsdale, Arizona. Jeffrey has previously been registered with Stifel, Nicolaus & Company, Incorporated, Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Scottrade, Inc. in St. Louis, Missouri.
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.
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.
1
2
AZ
03/16/2023 - Present
Voya Financial Partners, LLC (Scottsdale AZ)
MO
07/19/2022 - 03/03/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
05/17/2018 - 06/23/2022
MUTUAL OF AMERICA SECURITIES LLC (ST. LOUIS MO)
MO
05/17/2018 - 11/20/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ST. LOUIS MO)
MO
11/02/2005 - 12/21/2017
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 04/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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