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Julie Kay Pedersen-mcdevitt

Voya Retirement Advisors, LLC

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About Julie Kay Pedersen-mcdevitt

Julie Pedersen-mcdevitt is an Investment Advisor Representative associated with Voya Retirement Advisors, LLC. Julie has been in the industry since 2004. Julie holds Series 6, 7, 26, 63, and 65 licenses. Julie has been registered with Voya Retirement Advisors, LLC since 2018. Before joining Voya Retirement Advisors, LLC, Julie worked at LINCOLN FINANCIAL ADVISORS CORPORATION. Julie has specialized in investment management for individuals and clients.

Firm Information

Julie Pedersen-mcdevitt 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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Julie Pedersen-mcdevitt’s Registration & Firm History

OR

11/13/2018 - Present

Voya Retirement Advisors, LLC (Portland OR)

OR

07/27/2000 - 01/24/2011

LINCOLN FINANCIAL ADVISORS CORPORATION (LAKE OSWEGO OR)

IN

07/27/2000 - 06/12/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 10/01/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Kay Pedersen-mcdevitt.
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