Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Sterba is a financial advisor with over 20 years of experience in the industry. Troy is a Certified Financial Planner and currently works for First Horizon Advisors, Inc. Troy has been registered with First Horizon since 2020 and has a Series 6, 7, 63, 65 and 66 licenses. Troy has held previous roles with INFINEX INVESTMENTS, INC., LPL FINANCIAL LLC, IFMG SECURITIES, INC., WACHOVIA SECURITIES, LLC, SOUTHTRUST SECURITIES, LLC, CITICORP INVESTMENT SERVICES and FIRST UNION BROKERAGE SERVICES, INC. Troy's specializations include Retirement planning, college planning, investment planning and estate planning.
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
FL
10/18/2022 - Present
First Horizon Advisors, Inc. (Fort Lauderdale FL)
FL
07/14/2011 - 07/17/2018
INFINEX INVESTMENTS, INC. (FT. LAUDERDALE FL)
FL
01/23/2008 - 07/07/2011
LPL FINANCIAL LLC (FT. LAUDERDALE FL)
FL
09/12/2006 - 03/04/2008
IFMG SECURITIES, INC. (CORAL GABLES FL)
FL
05/16/2005 - 09/13/2006
WACHOVIA SECURITIES, LLC (FORT MYERS FL)
AL
12/01/2003 - 04/21/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
05/14/2001 - 09/18/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MO
09/13/2000 - 03/14/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/24/1993 - 09/09/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 10/13/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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