Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Jay Wold is an investment advisor representative registered with LPL Financial LLC. Troy has been in the financial services industry since 1992, working for a variety of firms including InterSecurities, Inc. and Invest Financial Corporation. Troy holds Series 6, 7, and 63 licenses and the SIE exam. Troy offers financial planning, portfolio management for businesses and individuals, and pension consulting services. Troy also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
08/06/2019 - Present
LPL Financial LLC (MINNEAPOLIS MN)
MN
03/27/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (MINNEAPOLIS MN)
MN
10/18/1995 - 03/31/2009
INTERSECURITIES, INC. (MINNETONKA MN)
NE
08/14/1992 - 10/05/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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