Unclaimed
Troy Aarthun is a financial advisor with Ameriprise Financial Services, LLC based in Bedford, NH. Troy has been in the financial industry since February 2004 and has held various positions at different firms including Edward Jones, TD Wealth Management Services Inc, BANCNORTH INVESTMENT GROUP, INC., Signator Investors, Inc, New England Securities, MSI Financial Services, Inc. and MML INVESTORS SERVICES, LLC. Troy is currently registered as a Registered Representative in NH and TX. Troy specializes in asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses.
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.
1
2
NH
01/03/2020 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
NH
03/25/2017 - 10/02/2019
MML INVESTORS SERVICES, LLC (Nashua NH)
NH
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MANCHESTER NH)
NH
06/22/2012 - 01/02/2015
NEW ENGLAND SECURITIES (MANCHESTER NH)
NH
12/17/2009 - 06/29/2012
SIGNATOR INVESTORS, INC. (BEDFORD NH)
NH
11/17/2009 - 12/18/2009
TD WEALTH MANAGEMENT SERVICES INC. (NASHUA NH)
NH
02/21/2008 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (NASHUA NH)
NH
01/13/2004 - 01/29/2008
EDWARD JONES (MERRIMACK NH)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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