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Shannan Jasmine brady Smith

Voya Financial Partners, LLC

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About Shannan Jasmine brady Smith

Shannan Jasmine brady Smith is a financial advisor with over 24 years of experience in the industry. She is currently registered with Voya Financial Partners, LLC and has been with the firm since May 2, 2011. Shannan has a strong background in the financial services industry, having previously worked at AXA Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.J.B. Hilliard, W.L. Lyons, Inc., and Long Grove Trading Co. She holds FINRA Series 7, Series 63, and SIE licenses, and has passed the Uniform Investment Adviser Law Examination (Series 65). Shannan has an active license in Arizona, California, Nevada, and Texas.

Firm Information

Shannan Smith 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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Shannan Smith’s Registration & Firm History

MA

05/02/2011 - Present

Voya Financial Partners, LLC (BRAINTREE MA)

CA

05/18/2005 - 04/13/2011

AXA ADVISORS, LLC (IRVINE CA)

NY

07/20/1998 - 05/12/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

KY

08/08/1997 - 05/27/1999

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

MA

05/14/1997 - 07/15/1997

LONG GROVE TRADING CO. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannan Jasmine brady Smith.
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