Unclaimed
Troy Dryer is a financial advisor in Centennial, Colorado. Troy has been a registered financial advisor since 1996 and has over 20 years of experience in the industry. He currently works at Verity Asset Management, a firm that specializes in providing a wide range of advisory services to individuals, businesses, and institutions. Troy has a strong track record of providing financial advice and managing investments, and he is committed to helping clients achieve their financial goals. He is licensed to practice in Colorado and Texas.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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
CO
05/30/2019 - Present
Verity Asset Management (CENTENNIAL CO)
TX
09/01/2017 - 04/25/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (DALLAS TX)
TX
06/21/2017 - 09/06/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
TX
12/13/2011 - 11/23/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
06/27/2000 - 12/09/2011
ING FINANCIAL ADVISERS, LLC (AUSTIN TX)
RI
01/25/1996 - 06/13/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 05/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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