Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Brodie is a financial advisor with W&S Brokerage Services, Inc. based in Cincinnati, OH. Troy has been in the financial services industry since 2000. Troy has a Series 6, 26, and 63 license and is registered in 24 states. Troy is also a licensed investment advisor representative and provides financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/01/2000 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
OH
06/12/2000 - 09/01/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 06/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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