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DF

Denise E. Fortune

VOYA FINANCIAL PARTNERS
Rancho Santa Margarita, CA 92688
Some features on this profile are disabled
CRD#: 2985498
DF
Denise Elizabeth FortuneVOYA FINANCIAL PARTNERS

Professional summary

Denise Elizabeth Fortune, who also goes by Denise E Patterson, is a registered financial professional currently at VOYA FINANCIAL PARTNERS, LLC located in Rancho Santa Margarita, California.

Denise is registered as a RR (Registered Representative) and started their career in finance in 1998. Denise has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Aliases

Denise E Patterson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Denise Elizabeth Fortune's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 7, 2026 - Present

VOYA FINANCIAL PARTNERS, LLC

Office #1: 30211 Avenida De Las Banderas Ste 200, Rancho Santa Margarita, CA 92688
BD
CRD#: 34815
Rancho Santa Margarita, CA
Past

May 30, 2018 - July 10, 2026

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
Upper Marlboro, MD
Past

January 18, 2007 - May 22, 2018

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
UPPER MARLBORO, MD
Past

January 2, 2001 - June 19, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

January 2, 2001 - November 15, 2006

OSAIC FA, INC.

BD
CRD#: 3978
UPPER MARLBORO, MD
Past

January 1, 1998 - December 15, 2000

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/7/2026)
RR
Delaware
(7/7/2026)
RR
District of Columbia
(7/7/2026)
RR
Florida
(7/7/2026)
RR
Georgia
(7/7/2026)
RR
Maryland
(7/7/2026)
RR
North Carolina
(7/7/2026)
RR
South Carolina
(7/7/2026)
RR
Virginia
(7/8/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/15/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/21/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/30/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/1/2001
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VF
VOYA FINANCIAL PARTNERS, LLC
AETNA INVESTMENT SERVICES LLC | VOYA FINANCIAL PARTNERS, LLC | ING FINANCIAL ADVISERS, LLC | AETNA INVESTMENT SERVICES, LLC | AETNA INVESTMENT SERVICES, INC.

CRD#: 34815 / SEC#: 801-57637, 8-46451

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
One Orange Way, C2n, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
(860) 275-2110
Established
Delaware since 11/27/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
55

FINRA licenses (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

VOYA FINANCIAL PARTNERS, LLC - FORM ADV PART 2A BROCHURE (3/31/2023)

Direct owners and executive officers

NamePositionCRD#
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYPARENT
BOHN, FREDERICK HENRYCHIEF FINANCIAL OFFICER5791728
EASTON, STEPHEN JOSEPHCHIEF COMPLIANCE OFFICER3150168
ELMSLIE, WILLIAM PETERMANAGING DIRECTOR1970014

Disclosures

Regulatory Event7

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815Rancho Santa Margarita, CA 92688

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