Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Shreve is a financial advisor with over 35 years of experience in the financial services industry. Troy is currently registered with Osaic Wealth, Inc. and has been active with the firm since September of 2023. Previously, Troy was associated with Sagepoint Financial, Inc. from October 2014 to September 2023. Before joining Sagepoint, Troy was a registered representative with New England Securities from December 1987 to October 2014. Troy is a Series 6, 7, and 63 licensed representative and also holds the Securities Industry Essentials (SIE) exam. Troy has experience providing a variety of services to clients, including financial planning, portfolio management, and retirement planning. Troy also provides insurance consulting services through his business, Benefit Management, and is licensed as an independent insurance agent. Troy is committed to providing his clients with the highest level of service and is dedicated to helping them 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.
A percentage of the total value of assets under management is charged.
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NE
09/01/2023 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
10/23/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LINCOLN NE)
NE
12/03/1987 - 10/31/2014
NEW ENGLAND SECURITIES (LINCOLN NE)
BC
Issued 11/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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