Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Chatterton is a financial advisor with over 20 years of experience in the financial services industry. Troy currently works with USA Financial Securities LLC and has been registered with the firm since April 2015. Troy has a wide range of experience, having previously worked with FSC Securities Corporation, Advantage Capital Corporation, and Merrill Lynch. Troy holds multiple licenses and certifications, including Series 7, Series 6, Series 63, and Series 66. Troy provides financial planning and portfolio management services to individuals and businesses. Troy also has experience providing insurance sales and annuities, group health, and Medicare insurance services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
03/06/2018 - Present
USA Financial Securities LLC (SCITUATE MA)
MA
02/27/2009 - 04/23/2015
FSC SECURITIES CORPORATION (SCITUATE MA)
MA
03/05/2003 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (COHASSET MA)
NY
04/18/2001 - 02/07/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
01/18/1996 - 08/05/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 05/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Troy Chatterton is the right advisor for you? Invested Better is here to help.
