Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carlo Troiano is a financial advisor with over 20 years of experience in the industry. John is registered with Janney Montgomery Scott LLC in Bel Air, Maryland. John has held previous positions with STIFEL, NICOLAUS & COMPANY, INCORPORATED, JVB FINANCIAL GROUP, LLC, CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. John's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MD
02/08/2018 - Present
Janney Montgomery Scott LLC (BEL AIR MD)
MD
10/30/2006 - 03/09/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
04/03/2006 - 10/16/2006
JVB FINANCIAL GROUP, LLC (SPARKS MD)
NY
02/21/2006 - 04/24/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
12/07/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 01/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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