Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Keith Troll is a financial advisor with over 20 years of experience. Jeffrey is a Certified Financial Planner and Chartered Financial Analyst. Jeffrey currently works for CW Advisors, LLC where he has been employed since May 2021. Prior to CW Advisors, LLC, Jeffrey was employed by Pinnacle Advisory Group, Inc. and Legg Mason Wood Walker, Incorporated. Jeffrey has a Series 7 license and is registered to provide investment advice in Maryland.
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.
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.
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MD
04/19/2021 - Present
CW Advisors, LLC (COLUMBIA MD)
MD
01/13/2000 - 07/18/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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