Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Bankston is a financial advisor with over 27 years of experience in the industry. Troy is a registered representative of Ameriprise Financial Services, LLC and an investment advisor representative. Troy works with a variety of clients, including individuals, families, trusts, estates, businesses, and charitable organizations. Troy provides a range of financial services, including financial planning, investment management, and retirement planning. Troy's office is located in Ponte Vedra Beach, Florida.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
06/22/2023 - Present
Ameriprise Financial Services, LLC (Ponte Vedra Beach FL)
FL
09/20/1995 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (JACKSONSVILLE BEACH FL)
IA
Issued 07/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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