Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Jacks is a financial advisor with over 27 years of experience in the industry. Troy is currently registered with LPL Financial LLC in both Indiana and Ohio. Troy also has a Series 24 license. Troy has previously worked for EDWARD D. JONES & CO., L.P. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Troy has a strong background in financial planning, portfolio management, and consulting. Troy is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
10/12/2023 - Present
LPL Financial LLC (PORTLAND IN)
MO
06/02/1997 - 08/17/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NY
02/07/1996 - 06/06/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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