Unclaimed
Troy Andrew Martin is a financial professional with AllianceBernstein LP. Troy holds the Series 7TO, SIE and Series 63 licenses, and has been in the industry since 2023. Troy is a Certified Financial Planner and specializes in financial planning, portfolio management, and asset allocation. Troy is registered to provide investment advice in Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, and Virginia.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
05/31/2023 - Present
Alliancebernstein LP (Pittsburg PA)
BC
Issued 03/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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