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Tiffani Anne Potesta

Voya Investments Distributor, LLC

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About Tiffani Anne Potesta

Tiffani Anne Potesta is a financial advisor who has been in the industry since 2001. Tiffani is currently registered with Voya Investments Distributor, LLC and has previously worked with Schroder Fund Advisors LLC, DWS Investments Distributors, Inc, FEF Distributors, LLC and Allianz Global Investors Distributors LLC. Tiffani has passed a number of exams including the Series 65, Series 63, Series 24, Series 7 and the SIE exams. Tiffani is registered to provide financial advice in all 50 states as well as Puerto Rico and the Virgin Islands.

Firm Information

Tiffani Potesta is currently registered with Voya Investments Distributor, LLC. Voya Investments Distributor, LLC is a Limited Liability Company formed in October 2002. The firm is registered with the Securities and Exchange Commission (SEC) and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

78

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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Tiffani Potesta’s Registration & Firm History

NY

07/30/2024 - Present

Voya Investments Distributor, LLC (NEW YORK NY)

NY

08/09/2012 - 05/30/2024

SCHRODER FUND ADVISORS LLC (NEW YORK NY)

NY

04/01/2011 - 04/11/2012

DWS INVESTMENTS DISTRIBUTORS, INC (NEW YORK NY)

NY

12/17/2008 - 02/22/2011

FEF DISTRIBUTORS, LLC (NEW YORK NY)

NY

03/01/2007 - 12/02/2008

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

11/07/2000 - 05/30/2006

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

10/15/1999 - 10/31/2000

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

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Licenses & Designations

IA

Issued 09/19/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tiffani Anne Potesta.
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