Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Floyd? Claim Your ProfileFloyd Jeffrey Stroup is a registered representative with Planmember Securities Corp., with over 28 years of experience in the financial services industry. Floyd has held positions at several firms, including NATIONWIDE SECURITIES, LLC, AURA FINANCIAL SERVICES, INC., ALLMERICA INVESTMENTS, INC., and FIRSTMERIT SECURITIES, INC. Floyd is a Series 7 and Series 63 licensed professional. Floyd also holds licenses in Ohio and California. Floyd provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
07/05/2020 - Present
Planmember Securities Corp. (Medina OH)
OH
01/12/2006 - 07/01/2020
NATIONWIDE SECURITIES, LLC (Medina OH)
AL
02/01/2001 - 11/15/2005
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
MA
07/13/2000 - 03/09/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
OH
12/20/1996 - 11/05/1999
FIRSTMERIT SECURITIES, INC. (AKRON OH)
TX
08/08/1995 - 11/26/1996
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
MA
02/03/1995 - 08/08/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
08/22/1994 - 02/13/1995
FINANCIAL INVESTMENT ANALYSTS, INC. (PITTSBURGH PA)
NA
06/16/1994 - 08/09/1994
CONNERS & CO., INC.
OH
11/17/1992 - 08/09/1994
CONNERS & CO., INC. (CINCINNATI OH)
FL
04/01/1992 - 09/21/1992
INVESTACORP, INC. (MIAMI FL)
NY
07/18/1991 - 04/22/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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