Unclaimed
Danton Kent Troyer is a financial advisor registered with Moneta Group Investment Advisors, LLC. Danton has been in the financial services industry since 2005, and has experience working with LPL Financial LLC, Ameriprise Financial Services, Inc., and Private Client Services, LLC. Danton holds a Series 66, Series 7, and SIE license. Danton also holds the designation of Certified Financial Planner. Danton specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Danton is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
MO
08/01/2018 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
06/04/2018 - 07/06/2018
PRIVATE CLIENT SERVICES, LLC (Creve Coeur MO)
MO
04/24/2008 - 06/08/2018
LPL FINANCIAL LLC (CREVE COEUR MO)
MO
12/14/2005 - 05/01/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
BOTH
Issued 11/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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