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TC

Therese C. Christensen

VOYA FINANCIAL PARTNERS
Stillwater, MN
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CRD#: 3048352
TC

Professional summary


Therese Catherine Christensen, who also goes by Therese Kvetkas, is a registered financial professional currently at VOYA FINANCIAL PARTNERS, LLC located in Stillwater, Minnesota and VOYA FINANCIAL ADVISORS, INC. located in Stillwater, Minnesota.

Therese is registered as a RR (Registered Representative) and started their career in finance in 1998. Therese has worked at 7 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Therese Kvetkas

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 Therese Catherine Christensen's CRS (Customer Relationship Summary).
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

September 14, 2011 - Present

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
Stillwater, MN
Current

September 14, 2011 - Present

VOYA FINANCIAL ADVISORS, INC.

RIA
BD
CRD#: 2882
Stillwater, MN
Current

May 19, 2021 - Present

VOYA INVESTMENTS DISTRIBUTOR, LLC

Office #1: One Orange Way, Windsor, CT 06095
BD
CRD#: 37886
Windsor, CT
Past

September 14, 2011 - November 29, 2016

VOYA RETIREMENT ADVISORS, LLC

BD
CRD#: 3989
Stillwater, MN
Past

September 14, 2011 - June 18, 2018

DIRECTED SERVICES LLC

BD
CRD#: 21675
Stillwater, MN
Past

September 14, 2011 - December 31, 2020

SLD AMERICA EQUITIES, INC.

BD
CRD#: 36259
Stillwater, MN
Past

June 15, 1998 - September 14, 2011

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
WOODBURY, MN

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
Florida
(9/8/2023)
RR
Minnesota
(9/14/2011)
RR
Ohio
(6/8/2023)
RR
Texas
(4/2/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/19/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VI
VOYA INVESTMENTS DISTRIBUTOR, LLC
ING FUNDS DISTRIBUTOR, INC. | VOYA INVESTMENTS DISTRIBUTOR, LLC | PILGRIM SECURITIES, INC. | PILGRIM AMERICA SECURITIES, INC. | NEWCO DISTRIBUTORS CORPORATION | ING PILGRIM SECURITIES, INC. | ING INVESTMENTS DISTRIBUTOR, LLC | ING FUNDS DISTRIBUTOR, LLC

CRD#: 37886 / SEC#: , 8-48020

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


Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
(860) 275-2110
Established
Delaware since 10/01/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VOYA FUNDS SERVICES, LLCSOLE SHAREHOLDER
EASTON, STEPHEN JOSEPHCHIEF COMPLIANCE OFFICER3150168
POTESTA, TIFFANI ANNECEO, PRESIDENT, DIRECTOR & HEAD OF INTERMEDIARY DISTRIBUTION4042592
WILLINGHAM, CATRINAFINANCIAL OPERATIONS PRINCIPAL7025979

Disclosures


Regulatory Event1

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 INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886Stillwater, MN

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