Theresa
Copson

Voya Financial Partners, LLC

CRD#5046154
Investment Advisor
in Windsor, CT

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About this Advisor

Theresa Copson is a financial advisor working in Windsor, Connecticut who has 5 years of relevant experience. Copson works at Voya Financial Partners, LLC. Throughout their career, Copson has worked at Ing Financial Partners, Inc, Ing Investments Distributor, LLC, Ing Investment Management, Voya Investments Distributor, LLC, Voya Investment Management, Voya Investment Management Co., LLC and Voya Financial Partners, LLC. Copson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut. Voya Financial Partners, LLC is a financial advisory company operating out of Windsor, CT. The company has a total of 55 employees. The business provides pension consulting services. Fees for financial management are based on which service is offered. However, fee types charged by Voya Financial Partners, LLC typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Pension consulting services

Fee Structure

Others

Office Location

One Orange Way
Windsor, CT 06095

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Voya Financial Partners, LLC Brokerage Details

Total Number of Employees

55

CT Average: 35

Investment Advisory Services

  • Pension consulting services

Theresa Copson Work History

Theresa has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Voya Financial Partners, LLC

2014 - 2014 (< 1 year)

Ing Investments Distributor, LLC

2014 - 2014 (< 1 year)

Ing Investment Management

2014 - 2018 (4 years)

Voya Investments Distributor, LLC

2014 - 2018 (4 years)

Voya Investment Management

2014 - 2018 (4 years)

Voya Investment Management Co., LLC

2013 - 2014 (1 year)

Ing Financial Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Theresa Copson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Voya Financial Partners, LLC

Theresa Copson
Windsor, CT
William Hayward
Parker, CO
Clare Daily
Farmington, CT
Matthew Donahue
Wrentham, MA
Daniel Angelillo
Windsor, CT
Thomas Laxton
Kingston, MA
Oliver Schulz
Darien, CT
Steven Urli
Farmington Hills, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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