Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Troyan is an Investment Advisor Representative with Osaic Wealth, Inc. Osaic Wealth, Inc. is a large firm that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ronald has been in the financial services industry since 1989. Ronald has also worked at Woodbury Financial Services, Inc. and AXA Advisors, LLC. Ronald is registered to provide investment advisory services in 52 states and the District of Columbia. Ronald holds the Series 6, 7, 24, and 63 licenses.
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
OH
01/19/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
02/03/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CINCINNATI OH)
NY
06/01/2005 - 02/14/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/18/1989 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
12/18/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 07/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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