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Kaitlyn Birchall

Voya Financial Partners, LLC

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About Kaitlyn Birchall

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.

Firm Information

Kaitlyn Birchall 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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Kaitlyn Birchall’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaitlyn Birchall.
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