linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Louis Urli

Voya Retirement Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Louis Urli

Steven Louis Urli is a financial advisor who has been in the industry since 2003. Steven is currently registered with Voya Retirement Advisors, LLC and has been with the firm since 2021. Steven also holds registrations with the state of Michigan and Ohio. Prior to joining Voya, Steven worked at Principal Securities, Inc. and American Fidelity Securities, Inc., as well as other firms. Steven has experience in providing investment advice and portfolio management services to individuals and corporations. Steven has a Series 6 and Series 63 license, as well as a SIE and a Series 65 license.

Firm Information

Steven Urli 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.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Urli’s Registration & Firm History

MI

07/14/2023 - Present

Voya Retirement Advisors, LLC (FARMINGTON HILLS MI)

MI

04/07/2015 - 09/07/2021

PRINCIPAL SECURITIES, INC. (SOUTHFIELD MI)

OK

10/22/2013 - 03/30/2015

AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)

MI

10/23/2012 - 10/04/2013

NYLIFE SECURITIES LLC (SOUTHFIELD MI)

MI

08/05/2005 - 02/02/2011

SIGMA FINANCIAL CORPORATION (PLYMOUTH MI)

CT

01/14/2002 - 08/01/2005

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

Not sure if Steven Louis Urli is right for you?

Licenses & Designations

IA

Issued 10/31/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Louis Urli.
Not sure if Steven Louis Urli is right for you?