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Jeffrey R Mitchell

Voya Financial Partners, LLC

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About Jeffrey R Mitchell

Jeffrey R. Mitchell is a financial advisor with over 16 years of experience in the financial services industry. Jeffrey is currently registered with Voya Financial Partners, LLC in Windsor, CT. Jeffrey has held prior registrations with DIRECTED SERVICES LLC, VOYA AMERICA EQUITIES, INC., VOYA FINANCIAL ADVISORS, INC., and MML INVESTORS SERVICES, LLC. Jeffrey holds licenses for Series 7, 24, 52, 53, and 63. Jeffrey's experience and credentials make him a valuable resource for individuals seeking financial advice.

Firm Information

Jeffrey Mitchell is currently registered with Voya Financial Partners, LLC. Voya Financial Partners, LLC is a Limited Liability Company formed in November 2000. The firm is registered in all 50 U.S. states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

460

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.

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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Jeffrey Mitchell’s Registration & Firm History

CT

06/14/2017 - Present

Voya Financial Partners, LLC (WINDSOR CT)

CT

06/14/2017 - 11/16/2017

DIRECTED SERVICES LLC (WINDSOR CT)

CT

06/14/2017 - 11/16/2017

VOYA AMERICA EQUITIES, INC. (WINDSOR CT)

CT

06/14/2017 - 11/16/2017

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

MA

06/01/2006 - 01/31/2017

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 12/04/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/08/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey R Mitchell.
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