Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Trokey is a financial advisor with Truist Advisory Services, Inc. based in Nashville, TN. Christopher has been in the financial services industry since 2000 and holds Series 3, 7, 24, 63, and 66 licenses. Christopher is a Chartered Financial Analyst (CFA) and provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
01/29/2018 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
NY
10/19/2000 - 11/07/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 06/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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