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 Shreckengast is a financial professional with over 29 years of experience in the industry. Troy is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous positions with QUICK & REILLY, INC. and PRUDENTIAL SECURITIES INCORPORATED. Troy holds Series 7, 31 and 63 licenses and has passed the Series 65 and SIE exams. Troy has a diverse background in financial services, including experience in investment advisory services, portfolio management, and pension consulting. Troy is active in a number of states and has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
07/30/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LANCASTER PA)
NY
08/16/1994 - 03/15/1996
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/18/1994 - 08/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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