Unclaimed
Troy Zeller is a financial advisor with Wells Fargo Clearing Services, LLC. Troy has been in the financial industry since 1997. Troy is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Troy holds the Series 7 and Series 66 licenses. Troy also has a Series SIE license. Troy is licensed in the following states: Alabama, Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Michigan, Minnesota, Nevada, New Mexico, North Dakota, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Dakota, Tennessee, Texas, Virginia, and Wisconsin. Troy is a financial advisor at the Detroit Lakes, MN office of Wells Fargo Clearing Services, LLC and also works out of the Minneapolis, MN office. Troy also worked at WELLS FARGO INVESTMENTS, LLC and WELLS FARGO BROKERAGE SERVICES, L.L.C.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
MN
06/14/2011 - Present
Wells Fargo Clearing Services, LLC (DETROIT LAKES MN)
MN
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DETROIT LAKES MN)
MN
10/03/1997 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 11/24/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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