Unclaimed
Ryan Paul Troxell is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan is a licensed and experienced advisor with a diverse background. Ryan is dedicated to providing comprehensive financial guidance and investment management services to individuals, families, and businesses. Ryan is registered to provide investment advice and services in the state of Maryland. Ryan has also been registered to provide investment advice in a variety of other states and has extensive experience working with different client types.
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
MD
07/08/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
MD
05/16/2022 - 02/27/2024
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
KY
10/06/2021 - 04/19/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
MD
05/21/2020 - 07/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 06/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2020
SIE - Securities Industry Essentials 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
Not sure Ryan Troxell is the right advisor for you? Invested Better is here to help.