Unclaimed
Jennifer Troiano is a registered representative with Money Concepts Capital Corp. Jennifer has been in the securities industry since June 2015. Jennifer is currently registered with the state of Kentucky as an investment advisor representative. Jennifer is also a registered representative with FINRA. Jennifer holds the Series 66, Series 7 and SIE licenses. Jennifer has experience providing general consulting services, financial planning and portfolio management for businesses and individuals. Jennifer also works with RAM Financial Company as an assistant, and with Private Client Group, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
06/22/2016 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BOTH
Issued 06/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Troiano is the right advisor for you? Invested Better is here to help.