Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Gerschutz is a financial advisor who has been in the industry since 2004. Troy is currently registered with J.P. Morgan Securities LLC as a Registered Representative and Investment Advisor Representative. Troy is licensed in 47 states and 2 provinces. Troy has a total of 49 approved registrations, including both Broker-Dealer and Investment Advisor registrations. Troy has experience with a variety of clients, including individuals, corporations, charitable organizations, pension plans, and insurance companies. Troy has worked with several firms throughout his career, including PNC Investments, Fifth Third Securities, Inc., and Chase Investment Services Corp. Troy holds the Series 6, 7, 63, and 65 licenses.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
09/23/2013 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
OH
05/04/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
11/13/2009 - 05/01/2012
PNC INVESTMENTS (COLUMBUS OH)
OH
11/20/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
OH
11/03/2004 - 11/16/2007
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
IA
Issued 07/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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