Merlinda L. Montez
Professional summary
Merlinda L Montez, who also goes by Merlinda L Montez, Merlinda Montez, Nina Montez, is a registered financial professional currently at VOYA FINANCIAL PARTNERS, LLC located in Windsor, Connecticut.
Merlinda is registered as a RR (Registered Representative) and started their career in finance in 2008. Merlinda has worked at 3 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Merlinda L Montez's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2025 - Present
VOYA FINANCIAL PARTNERS, LLC
Office #1: One Orange Way, Windsor, CT 06095June 8, 2022 - January 16, 2025
ONEAMERICA SECURITIES, INC.
October 24, 2008 - November 6, 2020
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
(1/16/2025)
Exams
Series 6TO
Date: 3/13/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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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