Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Charles Jordan is a financial advisor with over 40 years of experience in the financial services industry. Troy has a strong track record of providing investment advice and financial planning services to individual investors, businesses, and charitable organizations. Troy is registered with Gateway Wealth Partners, LLC and is licensed to provide investment advice in Connecticut and Wisconsin.
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.
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
WI
03/15/2023 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
CT
12/09/2022 - 04/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (CROMWELL CT)
CT
03/19/2004 - 12/09/2022
CANTELLA & CO., INC. (CROMWELL CT)
NJ
01/24/1989 - 04/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
07/07/1988 - 02/25/1989
MOORS & CABOT, INC.
NA
02/11/1982 - 07/19/1988
NORTH AMERICAN INVESTMENT CORP.
NA
02/23/1979 - 01/31/1982
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
03/02/1976 - 02/23/1979
MOSELEY, HALLGARTEN & ESTABROOK INC
IA
Issued 08/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1989
PC - AMEX Put and Call Exam
BC
Issued 02/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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