Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Emery Jones is a financial advisor in Oklahoma City, Oklahoma, with over 30 years of experience in the financial services industry. Troy is registered with Access Financial Resources Inc. in Louisiana, Oklahoma and Texas. Troy has also previously worked with Access Investments, Inc., Sunpoint Securities, Inc., Financial Network Investment Corporation and Mutual Benefit Financial Service Company. Troy holds a Series 7, Series 24, and Series 63 license. Troy is also a Certified Financial Planner. Troy's specializations include retirement planning, insurance, estate planning, college savings and investment management.
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.
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
OK
01/09/2003 - Present
Access Financial Resources Inc. (OKLAHOMA CITY OK)
OK
01/09/1997 - 03/23/2015
ACCESS INVESTMENTS, INC. (OKLAHOMA CITY OK)
TX
01/03/1994 - 09/05/1996
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
CA
10/01/1991 - 01/04/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
11/24/1982 - 11/05/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 12/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 03/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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