Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy K Blodgett is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Troy has been in the industry since 2001 and is licensed in 53 states. Troy holds Series 7, 9, 10, 24, 31, and 66 licenses and has experience working with a range of clients including individuals, businesses, corporations, insurance companies, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WI
03/03/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MADISON WI)
CA
04/04/2002 - 03/21/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
07/27/2001 - 03/26/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/2001 - 03/26/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/02/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Troy Blodgett is the right advisor for you? Invested Better is here to help.
