Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy David Dvorak is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Troy has been in the financial services industry since 1997. Troy has been registered with Cambridge Investment Research Advisors, Inc. since 2018. Troy also has previous experience with Centaurus Financial, Inc. and QA3 Financial Corp. Troy specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Troy is licensed in multiple states and is committed to providing his clients with the highest quality service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NE
12/11/2018 - Present
Cambridge Investment Research Advisors, Inc. (Aurora NE)
NE
09/29/2010 - 12/10/2018
CENTAURUS FINANCIAL, INC. (AURORA NE)
NE
02/09/2001 - 09/29/2010
QA3 FINANCIAL CORP. (AURORA NE)
OH
04/07/1997 - 02/08/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 05/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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