Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Jellison is a registered representative of UBS Financial Services Inc. Troy is a financial advisor with over 5 years of experience in the industry. Troy has been registered with UBS Financial Services Inc. since March 2019. Troy has a Series 7, Series 66 and SIE license. Troy has also been approved to sell securities in the states of Maine, New Hampshire and Florida. Troy also provides financial planning, portfolio management, and educational seminars to clients. Troy has been a member of Triangle Lodge No. 1, A.F. & A.M. since 2022. Troy is dedicated to helping 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.
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.
See schedule d - miscellaneous
1
2
ME
03/25/2019 - Present
UBS Financial Services Inc. (PORTLAND ME)
BOTH
Issued 03/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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