Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Channing is a financial advisor in Dublin, CA. Troy has been a registered representative in the securities industry since June 2016. Troy is currently registered with Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, Troy was employed by Edward Jones. Troy is a licensed securities professional in 15 states including Arizona, California, Florida, Idaho, Illinois, Nevada, Oregon, South Carolina, South Dakota, Tennessee, Texas, Washington, and Wisconsin. Troy has passed the Series 66, Series 7 and the SIE exams. Troy's firm, Fidelity Personal and Workplace Advisors, is a well-established firm with billions of dollars in assets under management and a large team of financial advisors.
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.
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
CA
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (DUBLIN CA)
CA
06/09/2016 - 10/27/2020
EDWARD JONES (DUBLIN CA)
BOTH
Issued 07/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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