Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Elser is a financial advisor with over 20 years of experience in the industry. Troy currently works at Wells Fargo Advisors Financial Network, LLC, where Troy has been registered since June 2020. Troy has a broad range of experience and expertise in the financial industry, including working at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Troy offers a variety of services, including investment consulting, financial planning, and portfolio management, to individuals, businesses, and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
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2
MD
06/29/2020 - Present
Wells Fargo Advisors Financial Network, LLC (HUNT VALLEY MD)
MD
01/02/2009 - 07/10/2020
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
MD
04/02/2007 - 01/06/2009
MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)
MD
10/23/1998 - 04/02/2007
MORGAN STANLEY DW INC. (LUTHERVILLE MD)
IA
Issued 11/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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