Bobbi J. Holt
Professional summary
Bobbi Jo Holt, who also goes by Bobbi Jo Roscoe, Bobbi Roscoe, is a registered financial professional currently at VOYA FINANCIAL PARTNERS, LLC located in Windsor, Connecticut.
Bobbi is registered as a RR (Registered Representative) and started their career in finance in 1998. Bobbi has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bobbi Jo Holt's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2025 - Present
VOYA FINANCIAL PARTNERS, LLC
Office #1: One Orange Way, Windsor, CT 06095August 22, 2002 - January 16, 2025
ONEAMERICA SECURITIES, INC.
February 27, 2002 - May 22, 2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
May 2, 2001 - January 28, 2002
FIFTH THIRD SECURITIES, INC.
March 7, 2001 - May 2, 2001
OLD KENT FINANCIAL ADVISORS
July 1, 1998 - March 12, 2001
NATCITY INVESTMENTS, INC.
April 17, 1998 - March 12, 2001
NATCITY INSURANCE SERVICES, INC.
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)
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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