Unclaimed
Troy Justin Flot is a financial advisor with over 18 years of experience in the financial services industry. Troy is currently registered as a Registered Representative with KEY Investment Services LLC. Troy is also registered as an Investment Advisor Representative in Colorado. Prior to joining KEY Investment Services LLC, Troy was employed by MCDONALD INVESTMENTS INC. where Troy was a Registered Representative from October 27, 2004 to January 18, 2006. Troy holds the Series 66, SIE and Series 7 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/29/2016 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
10/27/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 02/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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