Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Troy is a registered representative with Principal Securities, Inc. based in Berwyn, PA. Michael has over 30 years of experience in the financial industry, specializing in providing financial planning and investment management services. Michael is also a registered investment advisor with Principal Securities, Inc. and is licensed to provide advisory services in Delaware, Florida, Georgia, New Jersey, New York, North Carolina, and Pennsylvania. Michael previously worked with APW Capital, Inc., Cambridge Investment Research, Inc., and Capital Analysts, Incorporated. Michael is dedicated to helping individuals and families achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
09/18/2023 - Present
Principal Securities, Inc. (BERWYN PA)
PA
05/22/2012 - 12/31/2021
APW CAPITAL, INC. (BERWYN PA)
PA
01/02/2008 - 05/24/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (BERWYN PA)
PA
08/18/1998 - 12/31/2007
CAPITAL ANALYSTS, INCORPORATED (BERWYN PA)
OH
11/22/1996 - 11/05/1997
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
07/15/1991 - 11/19/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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