Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Helm is a financial advisor currently registered with Cetera Investment Advisers LLC in Muncie, Indiana. Troy has been in the industry since July 1998, with experience at firms like Summit Brokerage Services, Inc. and City Securities Corporation. Troy holds the Series 63, Series 24, SIE and Series 7 licenses. In addition to his role as a financial advisor, Troy also works with Cincinnati Life and Crump Insurance. Cetera Investment Advisers LLC is a large firm with a nationwide reach and a broad range of services. Troy is a dedicated financial professional with a history of providing personalized guidance to clients.
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
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (MUNCIE IN)
IN
12/04/2006 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (MUNCIE IN)
IN
04/30/2004 - 12/04/2006
CITY SECURITIES CORPORATION (MUNCIE IN)
MO
07/13/1998 - 05/21/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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