Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Alan Keel is a financial advisor at Avantax Advisory Services. Troy has been in the financial services industry since 2002 and has a wide range of experience in both investment advisory and brokerage services. He is registered with the state of Texas as both a registered investment advisor and a registered representative. Troy holds Series 7, 63, and 65 licenses, as well as the SIE exam. Troy is passionate about helping individuals and families achieve their financial goals, and he is committed to providing personalized service. He is based in Midland, 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/01/2011 - Present
Avantax Advisory Services (MIDLAND TX)
TX
03/31/2006 - 02/03/2011
EDWARD JONES (MIDLAND TX)
IL
07/06/2005 - 03/31/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/30/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
11/03/2003 - 10/04/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
12/18/2002 - 11/12/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
07/31/2002 - 12/16/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MO
07/11/2000 - 02/20/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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