Jeffrey M. Dilthey
Professional summary
Jeffrey Michael Dilthey is a registered financial professional currently at VOYA FINANCIAL PARTNERS, LLC located in Scottsdale, Arizona.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 6 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Michael Dilthey's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 16, 2023 - Present
VOYA FINANCIAL PARTNERS, LLC
Office #1: 7337 E. Doubletree Ranch Rd., Scottsdale, AZ 85258July 19, 2022 - March 3, 2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED
May 17, 2018 - November 20, 2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
May 17, 2018 - June 23, 2022
MUTUAL OF AMERICA SECURITIES LLC
April 19, 2017 - December 21, 2017
SCOTTRADE INVESTMENT MANAGEMENT
November 2, 2005 - December 21, 2017
SCOTTRADE, 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
(3/17/2023)
(3/17/2023)
(3/16/2023)
(3/17/2023)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 3/17/2008
Limited Representative-Equity Trader ExamFINRA
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 |
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