Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Troyer is an investment advisor representative with D.A. Davidson & Co. Michael has 11 years of experience in the securities industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in several states. Michael's specializations include financial planning, pension consulting, and educational seminars. Michael is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Michael is a professional golfer and instructor, and he has been a touring professional golfer since 1995. Michael is also a member of the National Association of Professional Golfers.
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.
A percentage of the total value of assets under management is charged.
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2
CO
01/24/2023 - Present
D.a. Davidson & Co. (GRAND JUNCTION CO)
CO
11/24/2021 - 01/23/2023
LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)
CO
06/29/2021 - 11/23/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
05/30/2017 - 01/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
CO
01/11/2012 - 09/15/2015
CURIAN CLEARING, LLC (DENVER CO)
CO
07/12/2010 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (ENGLEWOOD CO)
BOTH
Issued 06/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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