Theresa CopsonCRD Number: 5046154
Current Firm: Voya Financial Partners, LLC
Theresa Copson (CRD# 5046154) is an Investment Advisor Representative working at Voya Financial Partners, LLC in Windsor, CT and has over 7 years of experience in the finance industry.
Milestone Asset Management Group, LLC
Advice And Planning Services
Citizens Investment Services
|Voya Financial Partners, LLC||Windsor, CT||Aug 2018 - Current||3|
|Voya Investments Distributor, LLC||Windsor, CT||May 2014 - Aug 2018||4|
|Voya Investment Management||Windsor, CT||May 2014 - Aug 2018||4|
|Voya Investment Management Company, LLC||New York, NY||May 2014 - Aug 2018||4|
|Ing Investments Distributor, LLC||Windsor, CT||Feb 2014 - May 2014||< 1|
|Ing Investment Management||Windsor, CT||Feb 2014 - May 2014||< 1|
|Ing Financial Partners, Inc.||Windsor, CT||Mar 2013 - Jan 2014||< 1|
|Ing Financial Advisers, LLC||Windsor, CT||Nov 2008 - Mar 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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