Unclaimed
Thomas Troubh is a financial professional with over 17 years of experience in the industry. Currently, Thomas is a registered representative with M Holdings Securities, Inc., a firm with a strong presence in the financial services market. Thomas has held positions at various reputable firms including MML Investors Services, LLC and RBC Professional Trader Group LLC. Thomas is a dedicated professional with extensive knowledge and experience in the financial industry.
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.
1
2
NJ
04/05/2013 - Present
M Holdings Securities, Inc. (Glen Rock NJ)
NY
03/17/2010 - 04/10/2013
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
05/15/2008 - 03/27/2009
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
NY
02/02/2005 - 04/22/2008
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
BC
Issued 07/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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