Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Katterheinrich is a financial advisor registered with Strategic Financial Concepts, LLC. Troy is located in Palm Beach Gardens, Florida and has been in the industry for over 5 years. Troy holds the Series 66, Series 7TO, and SIE licenses. Troy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Troy is a Certified Financial Planner and has experience working with individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
General consulting and business planning services
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.
Retainer fees
1
2
FL
05/22/2023 - Present
Strategic Financial Concepts, LLC (Palm Beach Gardens FL)
FL
08/11/2020 - 06/07/2023
LPL FINANCIAL LLC (BOYNTON BEACH FL)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Troy Katterheinrich is the right advisor for you? Invested Better is here to help.
