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Theresa Nicole Copson

Voya Retirement Advisors, LLC

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About Theresa Nicole Copson

Theresa Nicole Copson is an investment advisor representative with Voya Retirement Advisors, LLC. Theresa has been in the industry for over 15 years and is registered with the state of Connecticut. Theresa has a strong background in financial planning and portfolio management. Her previous experience includes working with ING Financial Partners, Inc., ING Financial Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Theresa is committed to providing her clients with personalized financial advice and investment strategies to help them reach their goals.

Firm Information

Theresa Copson 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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Theresa Copson’s Registration & Firm History

CT

07/11/2023 - Present

Voya Retirement Advisors, LLC (WINDSOR CT)

CT

02/04/2014 - 08/20/2018

VOYA INVESTMENTS DISTRIBUTOR, LLC (Windsor CT)

CT

03/19/2013 - 03/05/2014

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

CT

11/14/2008 - 03/19/2013

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

NY

03/24/2008 - 11/03/2008

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

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Licenses & Designations

BOTH

Issued 04/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theresa Nicole Copson.
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