Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Troicki is a financial professional with over 20 years of experience in the securities industry. Michael is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous positions with Tullett & Tokyo Liberty Securities Inc. Michael is a registered representative in 53 states and 2 U.S. territories. Michael has passed a total of 5 exams including Series 7, Series 9, Series 10, Series 66 and SIE. Michael specializes in providing investment advice to individuals, businesses, and corporations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
10/08/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ISELIN NJ)
NY
08/11/2000 - 03/15/2001
TULLETT & TOKYO LIBERTY SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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