William D. Magee
Professional summary
William Daniel Magee, who also goes by William Daniel Magee Jr, is a registered financial professional currently at VOYA FINANCIAL PARTNERS, LLC located in Windsor, Connecticut.
William is registered as a RR (Registered Representative) and started their career in finance in 1986. William has worked at 9 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Daniel Magee's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2025 - Present
VOYA FINANCIAL PARTNERS, LLC
Office #1: One Orange Way, Windsor, CT 06095October 1, 2015 - January 16, 2025
ONEAMERICA SECURITIES, INC.
January 30, 2015 - October 1, 2015
BMO INVESTMENT DISTRIBUTORS, LLC
August 1, 2012 - January 30, 2015
BMO HARRIS FINANCIAL ADVISORS, INC.
March 17, 2004 - August 1, 2012
M&I FINANCIAL ADVISORS, INC
October 27, 2000 - January 30, 2004
UMB FINANCIAL SERVICES, INC.
September 13, 1996 - January 8, 1997
TRANSAMERICA FINANCIAL ADVISORS, INC.
September 13, 1996 - December 21, 1999
TRANSAMERICA SECURITIES SALES CORPORATION
March 24, 1986 - August 28, 1996
HIMCO DISTRIBUTION SERVICES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/16/2025)
(1/16/2025)
(1/16/2025)
Exams
FINRA
Current Firm
VOYA FINANCIAL PARTNERS, LLC
CRD#: 34815 / SEC#: 801-57637, 8-46451
Contact information
FINRA licenses (53 States and Territories)
Documents
Disclosures
| Regulatory Event | 7 |
Red Flags
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