Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Trotsky is an investment advisor representative who has been in the industry since 1994. John is registered with TD Private Client Wealth LLC and holds various licenses and certifications including Series 6, 7, 24, 63, and 66. John's prior experience includes positions at Eaton Vance Distributors, Inc. and TD Bank N.A. John is a specialist in several areas including investment companies, fixed income, mutual funds, equities, options, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
01/02/2024 - Present
TD Private Client Wealth LLC (Calverton MD)
MA
11/01/1996 - 05/16/2019
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
05/18/1994 - 11/01/1996
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 03/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 3 - National Commodity Futures Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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