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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Troiano is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey currently works at Charter Oak Capital Management as a Senior Investment Consultant, Managing Member and 50% owner, and serves as the firm’s Chief Compliance Officer. Jeffrey has a strong track record of helping clients reach their financial goals and is committed to providing personalized service and a high level of expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NH
09/04/2015 - Present
Charter OAK Capital Management (PORTSMOUTH NH)
ME
01/14/2005 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (KENNEBUNK ME)
AZ
05/24/1996 - 01/14/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
10/22/1992 - 05/24/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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