Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Jason Goldberg is a financial advisor with Avantax Advisory Services. Troy has over 30 years of experience in the financial services industry. Troy's experience spans multiple firms, including B. Riley Wealth Management, National Securities Corporation, Brookshire Securities Corporation, Newbridge Securities Corporation, Preferred Securities Group, Inc., Fin-Atlantic Securities, Inc., Monroe Parker Securities, Inc., and Biltmore Securities, Inc. Troy is registered with the state of Florida as an Investment Advisor Representative. Troy is also a licensed real estate sales associate. Troy helps clients with a range of financial services, including investment planning, retirement planning, estate planning, and insurance sales. Troy is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/05/2023 - Present
Avantax Advisory Services (DALLAS TX)
FL
06/17/2022 - 12/06/2023
B. RILEY WEALTH MANAGEMENT (BOCA RATON FL)
FL
06/28/2007 - 07/23/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
05/08/2006 - 05/30/2007
BROOKSHIRE SECURITIES CORPORATION (FT. LAUDERDALE FL)
FL
01/17/2002 - 04/28/2006
NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)
FL
10/20/1999 - 01/23/2002
PREFERRED SECURITIES GROUP, INC. (BOCA RATON FL)
FL
02/25/1998 - 10/21/1999
FIN-ATLANTIC SECURITIES, INC. (JUPITER FL)
NY
08/08/1994 - 12/23/1997
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
FL
04/21/1993 - 08/08/1994
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 06/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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