Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Mosconi is a financial advisor based in Santa Fe, New Mexico. Troy has been in the financial services industry since 1995 and is currently registered with Thornburg Investment Management Inc.. Troy's experience includes working with individuals, investment companies, and other businesses. Troy is also a registered investment advisor representative in Kentucky, New Mexico, Ohio, and Pennsylvania.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NM
03/28/2012 - Present
Thornburg Investment Management Inc. (SANTA FE NM)
NY
05/24/2002 - 02/16/2011
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NJ
06/20/2001 - 12/21/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
07/15/1999 - 07/09/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/18/1997 - 07/09/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
12/05/1995 - 10/11/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/05/1995 - 10/11/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
11/17/1994 - 11/21/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
08/19/1994 - 11/01/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
08/19/1994 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 02/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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