Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Neily is a financial advisor at Ameriprise Financial Services, LLC. Troy has been a registered representative since 1998 and has over 25 years of experience in the industry. Troy is licensed in several states, including New Hampshire and Texas, and holds several professional designations. Troy provides financial planning, portfolio management, and investment advisory services to individuals and families, as well as trusts and estates, insurance companies, charitable organizations, and businesses. Troy is also an independent insurance broker.
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.
Asset allocation services
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
NH
12/11/2023 - Present
Ameriprise Financial Services, LLC (Bedford NH)
NH
04/21/2006 - 10/08/2019
LPL FINANCIAL LLC (MANCHESTER NH)
NH
02/15/1999 - 04/18/2006
CHARLES SCHWAB & CO., INC. (MANCHESTER NH)
RI
02/20/1998 - 12/10/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
CT
06/18/1997 - 12/04/1997
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BOTH
Issued 01/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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