Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Canner Sorel is a registered Investment Advisor Representative with Slatestone Wealth LLC. Troy has been in the financial services industry since 2010. Troy currently works at the Jupiter, FL branch office and also has a Weston, FL branch office location. Troy's previous employers include ING Financial Partners, Inc. and LPL Financial Corporation. Troy holds the Series 7 and Series 66 licenses and has 1 state exam. Troy also holds a Florida life, health & variable annuities license. Troy specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Slatestone Wealth LLC is a registered investment advisor with approximately $1.37 billion in assets under management. The firm provides a range of financial services, including financial planning, portfolio management, and selection of other advisors. Slatestone Wealth LLC primarily serves high-net-worth individuals, but also serves corporations, charitable organizations, and individuals other than high-net-worth. The firm's clients are primarily located in Florida.
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.
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.
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2
FL
01/23/2020 - Present
Slatestone Wealth LLC (JUPITER FL)
FL
08/27/2010 - 01/28/2014
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
FL
06/08/2010 - 08/04/2010
LPL FINANCIAL CORPORATION (PLANTATION FL)
BOTH
Issued 07/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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