Unclaimed
Kaitlyn Birchall is a financial professional with over 6 years of experience in the financial services industry. Kaitlyn currently holds a Series 6 and Series 63 license and is registered with Voya Financial Partners, LLC in Connecticut and New Hampshire. Kaitlyn has previously worked with GWFS Equities, Inc. and MML Distributors, LLC.
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
CT
03/31/2021 - Present
Voya Financial Partners, LLC (WINDSOR CT)
CO
12/10/2019 - 03/08/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CT
11/20/2017 - 09/27/2019
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
07/12/2016 - 10/04/2017
MML DISTRIBUTORS, LLC (ENFIELD CT)
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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