Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Landis is a financial advisor with Cetera Investment Advisers LLC, located in Carlisle, PA. Troy has been in the financial services industry since 1986 and is licensed in multiple states. Troy has experience with VOYA Financial Advisors, Inc. and American Portfolios Financial Services, Inc.. Troy offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Troy holds a Series 63 and Series 6 license, as well as the SIE exam. Troy is also a Certified Financial Planner.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (CARLISLE PA)
PA
09/22/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CARLISLE PA)
PA
08/02/2004 - 09/26/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CARLISLE PA)
PA
01/02/1991 - 08/03/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
IA
07/14/1987 - 12/31/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
10/07/1986 - 05/29/1987
FIRST INVESTORS CORPORATION
BC
Issued 10/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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