Steven
Urli

Voya Financial Partners, LLC

CRD#4261403
Investment Advisor
in Farmington Hills, MI

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About this Advisor

Steven Urli is a financial advisor who works out of Farmington Hills, Michigan with a total of 2 years of relevant experience. Urli is an employee of Voya Financial Partners, LLC. Throughout their career, they have worked at New York Life Insurance Company, Nylife Securities LLC, American Fidelity Assurance, Principal Life Insurance Co, Princor Financial Services, Voya Financial Partners, LLC and Voya. Urli holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Voya Financial Partners, LLC is a business based in Windsor, CT. The investment advisory business has a total of 55 employees. Voya Financial Partners, Llc provides pension consulting services. Financial management fees are based on which services the firm provides the client. Fees billed by Voya Financial Partners, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Pension consulting services

Fee Structure

Others

Office Location

Farmington Hills, MI

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Voya Financial Partners, LLC Brokerage Details

Total Number of Employees

55

MI Average: 35

Investment Advisory Services

  • Pension consulting services

Steven Urli Work History

Steven has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Voya Financial Partners, LLC

2021 - Present (3 years)

Voya

2015 - 2021 (6 years)

Principal Life Insurance Co

2015 - 2021 (6 years)

Princor Financial Services

2013 - 2015 (2 years)

American Fidelity Assurance

2012 - 2013 (1 year)

New York Life Insurance Company

2012 - 2013 (1 year)

Nylife Securities LLC

*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 Steven Urli 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

Matthew Donahue
Wrentham, MA
Clare Daily
Farmington, CT
Theresa Copson
Windsor, CT
William Hayward
Parker, CO
Steven Urli
Farmington Hills, MI
Thomas Laxton
Kingston, MA
Timothy Foley
Sherwood, OR
Daniel Angelillo
Windsor, CT

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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