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 Stoll is a financial advisor with over 25 years of experience in the industry. Troy is a Certified Financial Planner and has a strong background in financial planning, portfolio management and investment advisory services. Troy is registered with Osaic Wealth, Inc. and has previously been registered with Woodbury Financial Services, Inc. and National Planning Corporation. Troy is committed to helping clients achieve their financial goals through personalized financial planning, portfolio management, and investment advisory 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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (WASHINGTON IN)
IN
11/02/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WASHINGTON IN)
IN
11/03/2014 - 11/10/2017
NATIONAL PLANNING CORPORATION (Washington IN)
IN
07/29/2005 - 11/10/2014
LPL FINANCIAL LLC (WASHINGTON IN)
MN
12/18/1998 - 07/28/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 05/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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